Morgan Stanley Wealth Management
Industry: Financial services company
DescriptionMorgan Stanley Wealth Management is an American multinational financial services corporation specializing in retail brokerage. It is the wealth & asset management division of Morgan Stanley. Customer service: 00 1 801-617-9150 Assets under management: 2.05 trillion USD (2014) CEO: James P. Gorman (Jan 2012–) Headquarters: Purchase, Harrison, New York, United States Parent organization: Morgan Stanley Domestic Holdings Inc Founders: Charles D. Barney, Edward B. Smith
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Morgan Stanley Wealth Management Employees
Employee
Years
Job
Industry
Colin Bourdin Colin Bourdin's Morgan Stanley Wealth Management Experience June 2012 - September 2012
Job Investment Banking Analyst at Citigroup
Industry Investment Banking
Experience
Citi June 2014 - Present
University of Oregon Investment Group May 2013 - June 2014
UBS Investment Bank June 2013 - August 2013
University of Oregon Investment Group October 2012 - May 2013
Morgan Stanley Wealth Management June 2012 - September 2012
University of Oregon Motion Analysis Laboratory October 2011 - March 2012
Kaiser Permanente June 2011 - September 2011
Skills
Valuation, Financial Modeling, Portfolio Management, Asset Allocation, Strategic Financial..., Factset, Business Development, Investments, Finance, Investment Banking, Due Diligence, Mergers & Acquisitions, Analysis, Equities, Corporate Finance, Fixed Income, Financial Planning, Networking
Education
University of Oregon - Charles H. Lundquist College of Business 2010 — 2014
Bachelor of Science (B.S.), Finance
Citi June 2014 - Present
University of Oregon Investment Group May 2013 - June 2014
UBS Investment Bank June 2013 - August 2013
University of Oregon Investment Group October 2012 - May 2013
Morgan Stanley Wealth Management June 2012 - September 2012
University of Oregon Motion Analysis Laboratory October 2011 - March 2012
Kaiser Permanente June 2011 - September 2011
Skills
Valuation, Financial Modeling, Portfolio Management, Asset Allocation, Strategic Financial..., Factset, Business Development, Investments, Finance, Investment Banking, Due Diligence, Mergers & Acquisitions, Analysis, Equities, Corporate Finance, Fixed Income, Financial Planning, Networking
Education
University of Oregon - Charles H. Lundquist College of Business 2010 — 2014
Bachelor of Science (B.S.), Finance
Gary Beller Gary Beller's Morgan Stanley Wealth Management Experience 2009 - Present
Job Financial Advisor at Morgan Stanley Wealth Management
Industry Health, Wellness and Fitness
Experience
Farrell's eXtreme Bodyshaping, Inc. 2011 - Present
Morgan Stanley Wealth Management 2009 - Present
Edward Jones 1991 - 2009
Skills
Strategic Financial..., Investments
Education
University of Nebraska at Kearney 1977 — 1981
BS
Humphrey St.Francis
Farrell's eXtreme Bodyshaping, Inc. 2011 - Present
Morgan Stanley Wealth Management 2009 - Present
Edward Jones 1991 - 2009
Skills
Strategic Financial..., Investments
Education
University of Nebraska at Kearney 1977 — 1981
BS
Humphrey St.Francis
Brett S. Beck Brett S. Beck's Morgan Stanley Wealth Management Experience February 2000 - September 2003
Job Siegel Commercial Advisors / Associate Director
Industry Commercial Real Estate
Experience
Siegel Commercial Advisors / Real Estate Investment Services September 2014 - Present
Marcus & Millichap February 2013 - September 2014
Morgan Stanley Wealth Management February 2000 - September 2003
Skills
Commerical Real Estate,..., Negotiation, Investments, Sales, Sales Management, Financial Analysis, Strategic Planning, New Business Development, Investment Properties, Contract Negotiation, Customer Service, Insurance, Marketing, Microsoft Excel, Selling, Finance, Commercial Real Estate, Due Diligence, Asset Management, Real Estate Development, Management, Valuation
Education
University of Michigan College of Literature, Science, and the Arts 1991 — 1992
Bachelor of Arts (B.A.), Economics
University of Michigan 1984 — 1987
Bachelor of Art in Economics, Economics
Ed W. Clark High School 1981 — 1984
High School
Siegel Commercial Advisors / Real Estate Investment Services September 2014 - Present
Marcus & Millichap February 2013 - September 2014
Morgan Stanley Wealth Management February 2000 - September 2003
Skills
Commerical Real Estate,..., Negotiation, Investments, Sales, Sales Management, Financial Analysis, Strategic Planning, New Business Development, Investment Properties, Contract Negotiation, Customer Service, Insurance, Marketing, Microsoft Excel, Selling, Finance, Commercial Real Estate, Due Diligence, Asset Management, Real Estate Development, Management, Valuation
Education
University of Michigan College of Literature, Science, and the Arts 1991 — 1992
Bachelor of Arts (B.A.), Economics
University of Michigan 1984 — 1987
Bachelor of Art in Economics, Economics
Ed W. Clark High School 1981 — 1984
High School
Clinton Greene Clinton Greene's Morgan Stanley Wealth Management Experience April 2014 - August 2014
Job Recent Graduate
Industry Financial Services
Experience
Morgan Stanley Wealth Management April 2014 - August 2014
Tobin & Company Investment Banking Group LLC May 2013 - August 2013
Skills
Economics, Financial Analysis, PowerPoint, Financial Modeling, Research, Microsoft Excel, Data Analysis, Word, Company Research, Valuation
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
Bachelor of Science (B.S.), Business Administration
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
Bachelor of Science in Business Administration, Business Administration
Morgan Stanley Wealth Management April 2014 - August 2014
Tobin & Company Investment Banking Group LLC May 2013 - August 2013
Skills
Economics, Financial Analysis, PowerPoint, Financial Modeling, Research, Microsoft Excel, Data Analysis, Word, Company Research, Valuation
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
Bachelor of Science (B.S.), Business Administration
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
Bachelor of Science in Business Administration, Business Administration
Emily McGee's Morgan Stanley Wealth Management Experience January 2014 - Present
Job Business Professional at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management January 2014 - Present
Skills
Marketing, Social Media Marketing, Sales Management, Public Speaking, New Business Development, Avid Media Composer, Video Editing, Photoshop, Accounting, Budgets, Sports Marketing, Volleyball, Sales, Social Networking, Social Media, Advertising, Marketing Communications
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2013
Bachelor of Business Administration (BBA), and Exercise Sport Science Sports Administration, Marketing and Entrepreneurship/Entrepreneurial Studies, also a strong focus in Consulting, 3.2
Naperville Central High School 2005 — 2009
4.0 GPA
Morgan Stanley Wealth Management January 2014 - Present
Skills
Marketing, Social Media Marketing, Sales Management, Public Speaking, New Business Development, Avid Media Composer, Video Editing, Photoshop, Accounting, Budgets, Sports Marketing, Volleyball, Sales, Social Networking, Social Media, Advertising, Marketing Communications
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2013
Bachelor of Business Administration (BBA), and Exercise Sport Science Sports Administration, Marketing and Entrepreneurship/Entrepreneurial Studies, also a strong focus in Consulting, 3.2
Naperville Central High School 2005 — 2009
4.0 GPA
Saili Kalyanpur's Morgan Stanley Wealth Management Experience November 2013 - March 2014
Job Vocalist
Industry Financial Services
Experience
CashEdge June 2014 - Present
Morgan Stanley Wealth Management November 2013 - March 2014
Education
CFA Institute 2011 — 2013
Level 3 completed, Finance
University of Mumbai 2004 — 2009
M.Com, Accountancy
Alliance Francaise 2011 — 2013
Level B2, French Language and Literature
CashEdge June 2014 - Present
Morgan Stanley Wealth Management November 2013 - March 2014
Education
CFA Institute 2011 — 2013
Level 3 completed, Finance
University of Mumbai 2004 — 2009
M.Com, Accountancy
Alliance Francaise 2011 — 2013
Level B2, French Language and Literature
Lillian Schnabel's Morgan Stanley Wealth Management Experience April 2014 - June 2014
Job Experienced Training Manager
Industry Program Development
Experience
Morgan Stanley Wealth Management April 2014 - June 2014
Merrill Lynch 2013 - 2014
Chesapeake Employers' Insurance Company 2013 - 2013
US Air Force January 2007 - December 2012
Lancaster County Woman's Newspaper January 2006 - January 2007
Skills
•Proficient in..., Effective public..., •A confident leader..., •Excellent..., •Ability to work well..., Air Force, Security Clearance, Management, Program Management, Human Resources, Training, Government, Employee Training, Leadership, Strategic Planning
Education
University of Maryland University College 2007 — 2013
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Community College of the Air Force 2007 — 2012
Associate of Science (A.S.), Emergency Management
Morgan Stanley Wealth Management April 2014 - June 2014
Merrill Lynch 2013 - 2014
Chesapeake Employers' Insurance Company 2013 - 2013
US Air Force January 2007 - December 2012
Lancaster County Woman's Newspaper January 2006 - January 2007
Skills
•Proficient in..., Effective public..., •A confident leader..., •Excellent..., •Ability to work well..., Air Force, Security Clearance, Management, Program Management, Human Resources, Training, Government, Employee Training, Leadership, Strategic Planning
Education
University of Maryland University College 2007 — 2013
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Community College of the Air Force 2007 — 2012
Associate of Science (A.S.), Emergency Management
Scott Fleming's Morgan Stanley Wealth Management Experience 1996 - 2011
Job Regional PresidentRocky Mountain Region at BNY Mellon Wealth Management
Industry Financial Services
Experience
BNY Mellon Wealth Management July 2015 - Present
The Bank of Tampa August 2013 - July 2015
Wells Fargo Advisors September 2011 - August 2013
Morgan Stanley Wealth Management 1996 - 2011
Skills
Recruiting, Sales Management, Collaborative Problem..., Executive Management, Business Strategy, Business Development, Business Planning, Sales Leadership..., Sales Presentations, Sales Process, Executive Coaching, Hands-on Training, Business Coaching, Advocacy, Philanthropy, Community Outreach, Communication Skills, Financial Services, Entrepreneurship, Strategic Planning, Public Speaking, Training, CRM, Marketing, Leadership, Strategic Partnerships, Sales, Coaching, Management, Wealth Management, Investments
Education
University of South Florida 1986 — 1988
Bachelor of Science (BS), Business Administration and Management, General
University of Miami 1983 — 1984
Business
Wilbraham & Monson Academy Prep School
BNY Mellon Wealth Management July 2015 - Present
The Bank of Tampa August 2013 - July 2015
Wells Fargo Advisors September 2011 - August 2013
Morgan Stanley Wealth Management 1996 - 2011
Skills
Recruiting, Sales Management, Collaborative Problem..., Executive Management, Business Strategy, Business Development, Business Planning, Sales Leadership..., Sales Presentations, Sales Process, Executive Coaching, Hands-on Training, Business Coaching, Advocacy, Philanthropy, Community Outreach, Communication Skills, Financial Services, Entrepreneurship, Strategic Planning, Public Speaking, Training, CRM, Marketing, Leadership, Strategic Partnerships, Sales, Coaching, Management, Wealth Management, Investments
Education
University of South Florida 1986 — 1988
Bachelor of Science (BS), Business Administration and Management, General
University of Miami 1983 — 1984
Business
Wilbraham & Monson Academy Prep School
Steven Freiman Steven Freiman's Morgan Stanley Wealth Management Experience June 2015 - Present
Job Client Service Associate for Team Freiman at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management June 2015 - Present
PricewaterhouseCoopers LLP October 2011 - May 2015
The Phi Epsilon Chapter of the Zeta Psi Fraternity November 2009 - November 2010
Rose Financial Services June 2010 - August 2010
Morgan Stanley Smith Barney May 2009 - January 2010
The Phi Epsilon Chapter of the Zeta Psi Fratenity November 2008 - November 2009
Citigroup Global Markets Inc May 2008 - August 2008
Aronson & Company June 2007 - January 2008
Skills
Fixed Asset Depreciation, Tax Accounting, Research & Development..., Microsoft Excel, Meals & Entertainment..., Corporate Tax, FATCA, Construction Accounting, Team-oriented, Product Marketing, Scoping Studies, Finance, Retirement Planning, Leadership, CPA, Tax, Auditing, Public Speaking, Accounting, Analysis, Financial Analysis, Microsoft Office, PowerPoint, Research
Education
University of Maryland College Park 2007 — 2011
Bachelor of Science (Honors), Accounting, Finance
Richard Montgomery High School 2003 — 2007
International Baccalaureate Programme Diploma
Morgan Stanley Wealth Management June 2015 - Present
PricewaterhouseCoopers LLP October 2011 - May 2015
The Phi Epsilon Chapter of the Zeta Psi Fraternity November 2009 - November 2010
Rose Financial Services June 2010 - August 2010
Morgan Stanley Smith Barney May 2009 - January 2010
The Phi Epsilon Chapter of the Zeta Psi Fratenity November 2008 - November 2009
Citigroup Global Markets Inc May 2008 - August 2008
Aronson & Company June 2007 - January 2008
Skills
Fixed Asset Depreciation, Tax Accounting, Research & Development..., Microsoft Excel, Meals & Entertainment..., Corporate Tax, FATCA, Construction Accounting, Team-oriented, Product Marketing, Scoping Studies, Finance, Retirement Planning, Leadership, CPA, Tax, Auditing, Public Speaking, Accounting, Analysis, Financial Analysis, Microsoft Office, PowerPoint, Research
Education
University of Maryland College Park 2007 — 2011
Bachelor of Science (Honors), Accounting, Finance
Richard Montgomery High School 2003 — 2007
International Baccalaureate Programme Diploma
Jessica Hammer Chamot's Morgan Stanley Wealth Management Experience May 2014 - August 2014
Job Client Service Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2015 - Present
Morgan Stanley Wealth Management May 2014 - August 2014
University of Michigan October 2013 - August 2014
Centro de Innovación de IPAE July 2013 - August 2013
Florida International University May 2013 - August 2013
Macy's May 2013 - July 2013
Education
University of Michigan 2012 — 2014
Bachelor of Arts (B.A.), Economics
Ronald Reagan Senior High School 2008 — 2012
Morgan Stanley January 2015 - Present
Morgan Stanley Wealth Management May 2014 - August 2014
University of Michigan October 2013 - August 2014
Centro de Innovación de IPAE July 2013 - August 2013
Florida International University May 2013 - August 2013
Macy's May 2013 - July 2013
Education
University of Michigan 2012 — 2014
Bachelor of Arts (B.A.), Economics
Ronald Reagan Senior High School 2008 — 2012
Erich Weber Erich Weber's Morgan Stanley Wealth Management Experience 2008 - 2010
Job Managing Director Head of Capital Markets Distribution & Sales
Industry Investment Management
Experience
Pioneer Advisors May 2014 - Present
KKMP Capital Group September 2013 - Present
Bank of America/Merrill Lynch 2012 - August 2013
Capstone Global Equities 2010 - 2012
Morgan Stanley Wealth Management 2008 - 2010
Wells Fargo Advisors 2005 - 2008
Skills
Strategic Planning, Business Strategy, Customer Service, Sales, Negotiation, Marketing, Microsoft Office, Marketing Strategy, Contract Negotiation, Project Management, Event Management, Financial Analysis, Event Planning, Analysis, Process Improvement, Series 7
Education
University of Missouri-Columbia, College of Business 1991 — 1995
BS, Finance
Pioneer Advisors May 2014 - Present
KKMP Capital Group September 2013 - Present
Bank of America/Merrill Lynch 2012 - August 2013
Capstone Global Equities 2010 - 2012
Morgan Stanley Wealth Management 2008 - 2010
Wells Fargo Advisors 2005 - 2008
Skills
Strategic Planning, Business Strategy, Customer Service, Sales, Negotiation, Marketing, Microsoft Office, Marketing Strategy, Contract Negotiation, Project Management, Event Management, Financial Analysis, Event Planning, Analysis, Process Improvement, Series 7
Education
University of Missouri-Columbia, College of Business 1991 — 1995
BS, Finance
Catherine Greenspan Catherine Greenspan's Morgan Stanley Wealth Management Experience October 2010 - April 2013
Job Sales Manager at Macy's
Industry Writing and Editing
Experience
Macy's October 2014 - Present
Weight Watchers October 2013 - Present
Macy's April 2014 - October 2014
Macy's July 2013 - April 2014
Wells Fargo June 2013 - January 2014
Morgan Stanley Wealth Management October 2010 - April 2013
MSP Wealth Management (formerly S&P Wealth Management) July 2008 - September 2010
UBS Wealth Management & Morgan Keegan & Co. Inc. June 2004 - April 2008
University of Tennessee at Chattanooga September 2004 - December 2004
Various January 1998 - December 2004
Skills
Research, Public Speaking, Customer Service, Fundraising, Finance, Editing, Notary Public, Insurance
Education
University of San Francisco 1994 — 1996
MA, Writing
University of Michigan 1986 — 1990
BA, English
Okemos High School
Macy's October 2014 - Present
Weight Watchers October 2013 - Present
Macy's April 2014 - October 2014
Macy's July 2013 - April 2014
Wells Fargo June 2013 - January 2014
Morgan Stanley Wealth Management October 2010 - April 2013
MSP Wealth Management (formerly S&P Wealth Management) July 2008 - September 2010
UBS Wealth Management & Morgan Keegan & Co. Inc. June 2004 - April 2008
University of Tennessee at Chattanooga September 2004 - December 2004
Various January 1998 - December 2004
Skills
Research, Public Speaking, Customer Service, Fundraising, Finance, Editing, Notary Public, Insurance
Education
University of San Francisco 1994 — 1996
MA, Writing
University of Michigan 1986 — 1990
BA, English
Okemos High School
Joe Colell Joe Colell's Morgan Stanley Wealth Management Experience May 1990 - April 1993
Job Financial Advisor, Vice President at Ameriprise Financial Services, Inc.
Industry Investment Management
Experience
Ameriprise Financial Services, Inc. August 2014 - Present
Strategic Assets Advisory Group, L.L.C. - a Registered Investment Advisory Firm July 1998 - Present
LPL Financial August 1994 - Present
Morgan Stanley Wealth Management May 1990 - April 1993
Merrill Lynch June 1981 - April 1990
Skills
Investments, Investment Strategies, Portfolio Management, Financial Advisory, Series 7, Mutual Funds, Alternative Investments, Retirement, Asset Management, Finance
Education
University of Massachusetts, Amherst
BBA-Bachelor of Business Administration (BBA), Business/Managerial Economics
Ameriprise Financial Services, Inc. August 2014 - Present
Strategic Assets Advisory Group, L.L.C. - a Registered Investment Advisory Firm July 1998 - Present
LPL Financial August 1994 - Present
Morgan Stanley Wealth Management May 1990 - April 1993
Merrill Lynch June 1981 - April 1990
Skills
Investments, Investment Strategies, Portfolio Management, Financial Advisory, Series 7, Mutual Funds, Alternative Investments, Retirement, Asset Management, Finance
Education
University of Massachusetts, Amherst
BBA-Bachelor of Business Administration (BBA), Business/Managerial Economics
John Roskos's Morgan Stanley Wealth Management Experience July 2014 - September 2014
Job Portfolio Management Analyst Intern at Hall Capital Partners LLC
Industry Financial Services
Experience
Hall Capital Partners LLC April 2015 - Present
University of Oregon Investment Group February 2013 - Present
Morgan Stanley Wealth Management July 2014 - September 2014
Gorilla Marketing June 2013 - September 2013
Skills
Financial Analysis, Financial Modeling, Finance, Valuation, Accounting, Corporate Finance, Analysis, Leadership, Data Analysis, Market Research, Entrepreneurship, Microsoft Excel, Analytics, Access, Strategy, PowerPoint, Public Speaking
Education
University of Oregon - Charles H. Lundquist College of Business 2012 — 2016
Finance Major & Economics Minor
Hall Capital Partners LLC April 2015 - Present
University of Oregon Investment Group February 2013 - Present
Morgan Stanley Wealth Management July 2014 - September 2014
Gorilla Marketing June 2013 - September 2013
Skills
Financial Analysis, Financial Modeling, Finance, Valuation, Accounting, Corporate Finance, Analysis, Leadership, Data Analysis, Market Research, Entrepreneurship, Microsoft Excel, Analytics, Access, Strategy, PowerPoint, Public Speaking
Education
University of Oregon - Charles H. Lundquist College of Business 2012 — 2016
Finance Major & Economics Minor
Judy Pantoja's Morgan Stanley Wealth Management Experience September 2015 - Present
Job Vice President at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management September 2015 - Present
UBS International March 2001 - September 2015
Royal Bank of Canada, Miami , FL September 1997 - February 2001
Merrill Lynch October 1989 - April 1996
Skills
Asset Allocation, Alternative Investments, Wealth Management, Equities, Fixed Income, Mutual Funds, Series 7, Financial Services
Education
University of Miami - School of Business 1987 — 1990
Bachelor of Business Administration (B.B.A.), Finance & Real Estate
Morgan Stanley Wealth Management September 2015 - Present
UBS International March 2001 - September 2015
Royal Bank of Canada, Miami , FL September 1997 - February 2001
Merrill Lynch October 1989 - April 1996
Skills
Asset Allocation, Alternative Investments, Wealth Management, Equities, Fixed Income, Mutual Funds, Series 7, Financial Services
Education
University of Miami - School of Business 1987 — 1990
Bachelor of Business Administration (B.B.A.), Finance & Real Estate
R David Matthew Gambrell R David Matthew Gambrell's Morgan Stanley Wealth Management Experience May 2013 - June 2013
Job Controller Group Business Analyst at TCi
Industry Transportation/Trucking/Railroad
Experience
TCI (Groupe Michelin) September 2014 - Present
Birtchex February 2013 - March 2014
Morgan Stanley Wealth Management May 2013 - June 2013
Morgan Stanley Wealth Management 2012 - 2012
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Product Development, Product Management, Microsoft Word, Microsoft Excel, Programming, Python, Microsoft Office, Social Media, Research, Photoshop, Teamwork, PowerPoint, Public Speaking, Product Design, Leadership, Finance
Education
University of Mississippi 2011 — 2014
Bachelor of Business Administration (BBA), Managerial Finance
Christian Brothers High School 2005 — 2009
TCI (Groupe Michelin) September 2014 - Present
Birtchex February 2013 - March 2014
Morgan Stanley Wealth Management May 2013 - June 2013
Morgan Stanley Wealth Management 2012 - 2012
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Product Development, Product Management, Microsoft Word, Microsoft Excel, Programming, Python, Microsoft Office, Social Media, Research, Photoshop, Teamwork, PowerPoint, Public Speaking, Product Design, Leadership, Finance
Education
University of Mississippi 2011 — 2014
Bachelor of Business Administration (BBA), Managerial Finance
Christian Brothers High School 2005 — 2009
Nick Hubert's Morgan Stanley Wealth Management Experience June 2013 - August 2013
Job Analyst at Point B Management Consultants
Industry Management Consulting
Experience
Point B June 2015 - Present
Oregon Business Consulting Group January 2015 - June 2015
RBC Capital Markets June 2014 - August 2014
University of Oregon Investment Group May 2013 - June 2014
Willamette Angel Conference March 2014 - May 2014
Morgan Stanley Wealth Management June 2013 - August 2013
University of Oregon Investment Group March 2012 - May 2013
Skills
Valuation, Financial Analysis, Microsoft Excel, DCF, Financial Modeling, Equity Research, Leadership, PowerPoint, Entrepreneurship, Analysis
Education
University of Oregon - Charles H. Lundquist College of Business 2011 — 2015
Bachelor of Science (B.S.), Accounting and Finance, Summa Cum Laude
WHU – Otto Beisheim School of Management
Westside Christian High School
Point B June 2015 - Present
Oregon Business Consulting Group January 2015 - June 2015
RBC Capital Markets June 2014 - August 2014
University of Oregon Investment Group May 2013 - June 2014
Willamette Angel Conference March 2014 - May 2014
Morgan Stanley Wealth Management June 2013 - August 2013
University of Oregon Investment Group March 2012 - May 2013
Skills
Valuation, Financial Analysis, Microsoft Excel, DCF, Financial Modeling, Equity Research, Leadership, PowerPoint, Entrepreneurship, Analysis
Education
University of Oregon - Charles H. Lundquist College of Business 2011 — 2015
Bachelor of Science (B.S.), Accounting and Finance, Summa Cum Laude
WHU – Otto Beisheim School of Management
Westside Christian High School
Grace Francez Livingston's Morgan Stanley Wealth Management Experience March 2014 - May 2015
Job Morgan Stanley Wealth Management
Industry Financial Services
Experience
GKM Equestrian June 2015 - Present
Morgan Stanley Wealth Management March 2014 - May 2015
PNC July 2013 - March 2014
PNC March 2013 - July 2013
University of Alabama August 2009 - May 2013
Vector Marketing March 2012 - August 2012
Vector Marketing June 2007 - August 2012
Skills
Marketing, Direct Sales, Customer Service, Financial Market..., Sales Presentations, Cold Calling, Social Networking, Cash Handling Experience, Time Management, Social Media, Sales Process
Education
University of Alabama 2009 — 2013
Bachelor of Arts (B.A.), Psychology
University of Mississippi 2008 — 2009
GKM Equestrian June 2015 - Present
Morgan Stanley Wealth Management March 2014 - May 2015
PNC July 2013 - March 2014
PNC March 2013 - July 2013
University of Alabama August 2009 - May 2013
Vector Marketing March 2012 - August 2012
Vector Marketing June 2007 - August 2012
Skills
Marketing, Direct Sales, Customer Service, Financial Market..., Sales Presentations, Cold Calling, Social Networking, Cash Handling Experience, Time Management, Social Media, Sales Process
Education
University of Alabama 2009 — 2013
Bachelor of Arts (B.A.), Psychology
University of Mississippi 2008 — 2009
Shane Sevcik Shane Sevcik's Morgan Stanley Wealth Management Experience July 2008 - Present
Job CFP (r)
Industry Financial Services
Experience
Morgan Stanley Wealth Management July 2008 - Present
LITHIA December 1999 - September 2008
Smith Barney June 1998 - June 1999
Skills
IRAs, Strategic Financial..., Bonds, 401k, Stocks, Options, Series 7, Investments, Financial Analysis, Sales, Retirement, Retirement Planning, Cash Management, Forecasting, Sales Management, Business Planning, Competitive Analysis, Customer Retention, Finance, Marketing, Negotiation, Sales Operations, Sales Process, Series 63, Strategy, Asset Allocation, Investment Strategies, Mutual Funds, Financial Planning
Education
University of Oregon - Charles H. Lundquist College of Business 1996 — 2000
Bachelor's degree, Economics
Morgan Stanley Wealth Management July 2008 - Present
LITHIA December 1999 - September 2008
Smith Barney June 1998 - June 1999
Skills
IRAs, Strategic Financial..., Bonds, 401k, Stocks, Options, Series 7, Investments, Financial Analysis, Sales, Retirement, Retirement Planning, Cash Management, Forecasting, Sales Management, Business Planning, Competitive Analysis, Customer Retention, Finance, Marketing, Negotiation, Sales Operations, Sales Process, Series 63, Strategy, Asset Allocation, Investment Strategies, Mutual Funds, Financial Planning
Education
University of Oregon - Charles H. Lundquist College of Business 1996 — 2000
Bachelor's degree, Economics
Bobby Marshall's Morgan Stanley Wealth Management Experience June 2011 - August 2011
Job Strategy and Digital Business Development at Paradigm Talent Agency
Industry Entertainment
Experience
Paradigm Talent Agency January 2014 - Present
Grand Electric (Eric Newman's Office) July 2013 - December 2013
Chase Films (David Chase's Office) April 2013 - July 2013
Wells Fargo Securities June 2012 - August 2012
Morgan Stanley Wealth Management June 2011 - August 2011
Skills
Leadership, Event Planning, Analysis, Public Speaking, Investments, Portfolio Management, Recruiting, Derivatives, Banking, Mergers & Acquisitions, Financial Modeling, Microsoft Excel, Market Research, Research, Strategy
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
University of Michigan 2009 — 2010
Undeclared, Liberal Arts and Sciences/Liberal Studies
Paradigm Talent Agency January 2014 - Present
Grand Electric (Eric Newman's Office) July 2013 - December 2013
Chase Films (David Chase's Office) April 2013 - July 2013
Wells Fargo Securities June 2012 - August 2012
Morgan Stanley Wealth Management June 2011 - August 2011
Skills
Leadership, Event Planning, Analysis, Public Speaking, Investments, Portfolio Management, Recruiting, Derivatives, Banking, Mergers & Acquisitions, Financial Modeling, Microsoft Excel, Market Research, Research, Strategy
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
University of Michigan 2009 — 2010
Undeclared, Liberal Arts and Sciences/Liberal Studies
Josh Oltman Josh Oltman's Morgan Stanley Wealth Management Experience November 2012 - June 2013
Job Business Development Consultant (West Coast Region) at Aequitas Capital
Industry Financial Services
Experience
Aequitas Capital December 2014 - Present
Vanguard September 2014 - December 2014
Vanguard August 2013 - August 2014
Morgan Stanley Wealth Management November 2012 - June 2013
University of Oregon September 2009 - June 2013
Broad River June 2012 - September 2012
Atlas Tracks, Inc June 2011 - August 2011
Bernert Plant Nursery June 2008 - August 2008
Skills
Strategic Financial..., Financial Analysis, Reliability, Microsoft Excel, Corporate Finance, Hard Worker, Microsoft Office, Wealth Management, Innovative Thinking, Mutual Funds, Series 7, Alternative Investments
Education
University of Oregon - Charles H. Lundquist College of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.), finance and marketing
Aequitas Capital December 2014 - Present
Vanguard September 2014 - December 2014
Vanguard August 2013 - August 2014
Morgan Stanley Wealth Management November 2012 - June 2013
University of Oregon September 2009 - June 2013
Broad River June 2012 - September 2012
Atlas Tracks, Inc June 2011 - August 2011
Bernert Plant Nursery June 2008 - August 2008
Skills
Strategic Financial..., Financial Analysis, Reliability, Microsoft Excel, Corporate Finance, Hard Worker, Microsoft Office, Wealth Management, Innovative Thinking, Mutual Funds, Series 7, Alternative Investments
Education
University of Oregon - Charles H. Lundquist College of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.), finance and marketing
Jeff Dean Jeff Dean's Morgan Stanley Wealth Management Experience January 2013 - January 2014
Job Growth Agent at RecruitLoop
Industry Information Technology and Services
Experience
RecruitLoop July 2014 - Present
United Way of Northern Nevada and the Sierra February 2014 - June 2014
Morgan Stanley Wealth Management January 2013 - January 2014
Delta Sigma Pi January 2013 - May 2013
Delta Sigma Pi January 2013 - May 2013
Business Student Council August 2012 - May 2013
University Studies Abroad Consortium (USAC) July 2011 - January 2013
Pinnacle Entertainment May 2012 - July 2012
University of Nevada Reno 2009 - 2012
Axular y Presentación de Maria Elementary School February 2011 - May 2011
Skills
Team Leadership, Team-oriented, Analytics, Customer Satisfaction, Time Management, Social Media Marketing, Market Research, Management, PowerPoint, Teamwork, Access, Entrepreneurship, Spanish, Analysis, Business Development, Research, Social Media, Networking, Leadership
Education
University of Nevada-Reno 2010 — 2014
RecruitLoop July 2014 - Present
United Way of Northern Nevada and the Sierra February 2014 - June 2014
Morgan Stanley Wealth Management January 2013 - January 2014
Delta Sigma Pi January 2013 - May 2013
Delta Sigma Pi January 2013 - May 2013
Business Student Council August 2012 - May 2013
University Studies Abroad Consortium (USAC) July 2011 - January 2013
Pinnacle Entertainment May 2012 - July 2012
University of Nevada Reno 2009 - 2012
Axular y Presentación de Maria Elementary School February 2011 - May 2011
Skills
Team Leadership, Team-oriented, Analytics, Customer Satisfaction, Time Management, Social Media Marketing, Market Research, Management, PowerPoint, Teamwork, Access, Entrepreneurship, Spanish, Analysis, Business Development, Research, Social Media, Networking, Leadership
Education
University of Nevada-Reno 2010 — 2014
Darius Walker's Morgan Stanley Wealth Management Experience 2013 - Present
Job Private Wealth Management
Industry Financial Services
Experience
ESPN September 2014 - Present
Morgan Stanley Wealth Management 2013 - Present
Skills
Public Speaking, Broadcast, Sports Media, Sports, Sports Marketing, Sports Management, Football, NFL, Sponsorship, Event Planning, Social Media, Sponsorship Sales, Social Media Marketing, Public Relations, Media Relations
Education
University of Notre Dame - Mendoza College of Business 2004 — 2009
Marketing, Management, Finance
ESPN September 2014 - Present
Morgan Stanley Wealth Management 2013 - Present
Skills
Public Speaking, Broadcast, Sports Media, Sports, Sports Marketing, Sports Management, Football, NFL, Sponsorship, Event Planning, Social Media, Sponsorship Sales, Social Media Marketing, Public Relations, Media Relations
Education
University of Notre Dame - Mendoza College of Business 2004 — 2009
Marketing, Management, Finance
Katherine Towl Katherine Towl's Morgan Stanley Wealth Management Experience 2015 - Present
Job Portfolio Associate at Morgan Stanley Wealth Management, MBA
Industry Financial Services
Experience
Morgan Stanley Wealth Management 2015 - Present
Morgan Stanley Wealth Management October 2010 - 2015
Citi Smith Barney 2004 - 2010
Citi Smith Barney 2006 - 2009
Skills
Series 7, Series 63, Wealth Management, Equities, Mutual Funds, Asset Management, Leadership, FINRA, Series 65, Fixed Income, Securities, Business Strategy, Strategy, Analytics, Marketing Communications, Financial Analysis, Portfolio Management
Education
New York University - Leonard N. Stern School of Business 2011 — 2013
Master of Business Administration (MBA), Finance, Leadership and Change Management, Marketing
University of Michigan 2000 — 2004
Bachelor of Arts (BA), Organizational Studies and Communications
Morgan Stanley Wealth Management 2015 - Present
Morgan Stanley Wealth Management October 2010 - 2015
Citi Smith Barney 2004 - 2010
Citi Smith Barney 2006 - 2009
Skills
Series 7, Series 63, Wealth Management, Equities, Mutual Funds, Asset Management, Leadership, FINRA, Series 65, Fixed Income, Securities, Business Strategy, Strategy, Analytics, Marketing Communications, Financial Analysis, Portfolio Management
Education
New York University - Leonard N. Stern School of Business 2011 — 2013
Master of Business Administration (MBA), Finance, Leadership and Change Management, Marketing
University of Michigan 2000 — 2004
Bachelor of Arts (BA), Organizational Studies and Communications
Chelsie Gibson Chelsie Gibson's Morgan Stanley Wealth Management Experience August 2013 - Present
Job Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management August 2013 - Present
Merrill Lynch October 2010 - August 2013
FirstMerit Bank March 2009 - October 2010
Chase Bank March 2006 - March 2009
Education
Mount Union College 2001 — 2005
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Morgan Stanley Wealth Management August 2013 - Present
Merrill Lynch October 2010 - August 2013
FirstMerit Bank March 2009 - October 2010
Chase Bank March 2006 - March 2009
Education
Mount Union College 2001 — 2005
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Daniel Scherban's Morgan Stanley Wealth Management Experience January 2013 - May 2013
Job Acquisitions Intern at Empire Capital Holdings
Industry Financial Services
Experience
Empire Capital Holdings March 2014 - Present
Morgan Stanley Wealth Management January 2013 - May 2013
JPMorgan Chase June 2012 - August 2012
BuildingLink.com July 2011 - August 2011
Skills
Social Networking, Marketing, Microsoft Excel, Facebook, PowerPoint, Public Speaking, Social Media, Microsoft Word, Asset Management, Leadership, Microsoft Office, Analysis, Fundraising, Strategic Planning, Social Media Marketing, Marketing Strategy, Real Estate Financing
Education
University of Maryland College Park 2009 — 2014
Bachelors of Science, Marketing
Empire Capital Holdings March 2014 - Present
Morgan Stanley Wealth Management January 2013 - May 2013
JPMorgan Chase June 2012 - August 2012
BuildingLink.com July 2011 - August 2011
Skills
Social Networking, Marketing, Microsoft Excel, Facebook, PowerPoint, Public Speaking, Social Media, Microsoft Word, Asset Management, Leadership, Microsoft Office, Analysis, Fundraising, Strategic Planning, Social Media Marketing, Marketing Strategy, Real Estate Financing
Education
University of Maryland College Park 2009 — 2014
Bachelors of Science, Marketing
Christian Ferreira Christian Ferreira's Morgan Stanley Wealth Management Experience March 2011 - October 2014
Job Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2015 - Present
International Fund Services (NA) LLC, A State Street Company October 2014 - July 2015
Morgan Stanley Wealth Management March 2011 - October 2014
Morgan Stanley Wealth Management September 2010 - February 2011
Dimension Trading Group LLC March 2007 - September 2010
Skills
Microsoft Excel, Global Cash Management, Business Objects, Alternative Investments, Microsoft Word, Trading Software, Finance, Investments, Private Equity, Order Entry, Account Reconciliation, Hedge Funds, Financial Analysis, Trading, Bloomberg, Accounting, Equities, Analysis
Education
St.John's University, Queens, NY 2001 — 2004
Bachelor of Arts (B.A.), Economics
University of Northern Iowa 2000 — 2001
Marketing
Morgan Stanley August 2015 - Present
International Fund Services (NA) LLC, A State Street Company October 2014 - July 2015
Morgan Stanley Wealth Management March 2011 - October 2014
Morgan Stanley Wealth Management September 2010 - February 2011
Dimension Trading Group LLC March 2007 - September 2010
Skills
Microsoft Excel, Global Cash Management, Business Objects, Alternative Investments, Microsoft Word, Trading Software, Finance, Investments, Private Equity, Order Entry, Account Reconciliation, Hedge Funds, Financial Analysis, Trading, Bloomberg, Accounting, Equities, Analysis
Education
St.John's University, Queens, NY 2001 — 2004
Bachelor of Arts (B.A.), Economics
University of Northern Iowa 2000 — 2001
Marketing
Elizabeth Perry's Morgan Stanley Wealth Management Experience May 2012 - August 2012
Job Implementation Coordinator at Privia Health
Industry Hospital & Health Care
Experience
Privia Health May 2015 - Present
The Advisory Board Company August 2013 - May 2015
Learfield Sports January 2013 - May 2013
University of North Carolina at Chapel Hill September 2010 - May 2013
Alpha Chi Omega Fraternity, Inc. January 2012 - December 2012
Morgan Stanley Wealth Management May 2012 - August 2012
University of North Carolina at Chapel Hill January 2011 - May 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Photoshop, InDesign, Digital Photography, Leadership, Public Speaking, Prezi, Social Media, Communication, Facebook, Marketing Communications, Recruiting, Social Networking, Sports Management, Sports Marketing, Strategic Leadership, Team Leadership, Microsoft Office, Event Planning
Education
UNC Chapel Hill 2009 — 2013
Bachelor of Arts (B.A.), Exercise and Sport Science; Biology Minor
Lorenzo de Medici
Study Abroad: Florence, Italy
Privia Health May 2015 - Present
The Advisory Board Company August 2013 - May 2015
Learfield Sports January 2013 - May 2013
University of North Carolina at Chapel Hill September 2010 - May 2013
Alpha Chi Omega Fraternity, Inc. January 2012 - December 2012
Morgan Stanley Wealth Management May 2012 - August 2012
University of North Carolina at Chapel Hill January 2011 - May 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Photoshop, InDesign, Digital Photography, Leadership, Public Speaking, Prezi, Social Media, Communication, Facebook, Marketing Communications, Recruiting, Social Networking, Sports Management, Sports Marketing, Strategic Leadership, Team Leadership, Microsoft Office, Event Planning
Education
UNC Chapel Hill 2009 — 2013
Bachelor of Arts (B.A.), Exercise and Sport Science; Biology Minor
Lorenzo de Medici
Study Abroad: Florence, Italy
Joshua Ensor Joshua Ensor's Morgan Stanley Wealth Management Experience September 2013 - February 2014
Job Financial Specialist at Eclipse Engineering, LLC
Industry Computer & Network Security
Experience
Eclipse Engineering, LLC October 2014 - Present
Morgan Stanley Wealth Management September 2013 - February 2014
Washington Redskins July 2012 - August 2012
Western Howard County Basketball Association December 2008 - February 2011
Skills
Valuation, Securities, Financial Services, Risk Management, Financial Advisory, Investment Banking, Trading, Credit, Financial Markets, Options, Economics, Bonds, FINRA, Credit Analysis, Loans, Equity Research, Financial Reporting, Private Equity, Retirement
Education
University of Maryland College Park 2010 — 2014
Bachelor of Science (BS), International Business
Glenelg High School 2006 — 2010
Eclipse Engineering, LLC October 2014 - Present
Morgan Stanley Wealth Management September 2013 - February 2014
Washington Redskins July 2012 - August 2012
Western Howard County Basketball Association December 2008 - February 2011
Skills
Valuation, Securities, Financial Services, Risk Management, Financial Advisory, Investment Banking, Trading, Credit, Financial Markets, Options, Economics, Bonds, FINRA, Credit Analysis, Loans, Equity Research, Financial Reporting, Private Equity, Retirement
Education
University of Maryland College Park 2010 — 2014
Bachelor of Science (BS), International Business
Glenelg High School 2006 — 2010
Casey Bliss Casey Bliss's Morgan Stanley Wealth Management Experience July 2013 - August 2013
Job Jr. Portfolio Analyst at BofI Federal Bank
Industry Financial Services
Experience
BofI Federal Bank February 2015 - Present
Hooked (Previously UMeTime) July 2014 - December 2014
Morgan Stanley Wealth Management July 2013 - August 2013
Skills
PowerPoint, Investment Banking, Economics, Equities, Finance, Marketing Strategy, Strategy, Analysis, Management, Customer Service
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2015
Bachelor of Business Administration (BBA), Finance, General
University of Michigan
BofI Federal Bank February 2015 - Present
Hooked (Previously UMeTime) July 2014 - December 2014
Morgan Stanley Wealth Management July 2013 - August 2013
Skills
PowerPoint, Investment Banking, Economics, Equities, Finance, Marketing Strategy, Strategy, Analysis, Management, Customer Service
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2015
Bachelor of Business Administration (BBA), Finance, General
University of Michigan
Parker Jewell Parker Jewell's Morgan Stanley Wealth Management Experience July 2012 - Present
Job Client Service Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management July 2012 - Present
Klear Marketing & Distribution June 2011 - September 2011
TCJ Construction Co June 2010 - September 2010
Skills
Highly Reliable, Microsoft Excel, Computer Proficiency, Microsoft Word, Microsoft Office, Prioritize Workload, Problem Solving, Communication Skills, Regression Analysis, SPSS, Event Planning, Marketing
Education
University of Oregon 2010 — 2014
Bachelor’s Degree
University of Oregon - Charles H. Lundquist College of Business 2010 — 2014
Finance, Economics, 3.5
Jesuit High School 2006 — 2010
High School
Morgan Stanley Wealth Management July 2012 - Present
Klear Marketing & Distribution June 2011 - September 2011
TCJ Construction Co June 2010 - September 2010
Skills
Highly Reliable, Microsoft Excel, Computer Proficiency, Microsoft Word, Microsoft Office, Prioritize Workload, Problem Solving, Communication Skills, Regression Analysis, SPSS, Event Planning, Marketing
Education
University of Oregon 2010 — 2014
Bachelor’s Degree
University of Oregon - Charles H. Lundquist College of Business 2010 — 2014
Finance, Economics, 3.5
Jesuit High School 2006 — 2010
High School
Diego Suarez's Morgan Stanley Wealth Management Experience December 2012 - January 2014
Job Associate, J.P. Morgan Private Bank
Industry Financial Services
Experience
J.P. Morgan Private Bank January 2014 - Present
Morgan Stanley Wealth Management December 2012 - January 2014
UBS July 2010 - May 2012
Park Street Advisors Consulting September 2009 - December 2009
Gibraltar Private Bank & Trust June 2009 - August 2009
Morgan Stanley Smith Barney February 2009 - May 2009
Skills
Business Analysis, Project Management, Valuation, Strategic Analysis, Corporate Strategy, Microsoft Excel, Research, Management Consulting, Financial Analysis
Education
University of Miami
BBA, Finance
J.P. Morgan Private Bank January 2014 - Present
Morgan Stanley Wealth Management December 2012 - January 2014
UBS July 2010 - May 2012
Park Street Advisors Consulting September 2009 - December 2009
Gibraltar Private Bank & Trust June 2009 - August 2009
Morgan Stanley Smith Barney February 2009 - May 2009
Skills
Business Analysis, Project Management, Valuation, Strategic Analysis, Corporate Strategy, Microsoft Excel, Research, Management Consulting, Financial Analysis
Education
University of Miami
BBA, Finance
Andrew Thomasson's Morgan Stanley Wealth Management Experience June 2010 - October 2013
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors November 2013 - Present
Morgan Stanley Wealth Management June 2010 - October 2013
LPL Financial June 2007 - June 2010
Mutual of Omaha October 2005 - May 2007
Skills
Special Needs Trusts, Investments, Securities, Asset Allocation, Alternative Investments, Municipal Bonds, Networking, Estate Investment...
Education
University of Missouri - St. Louis
BS, History
Wells Fargo Advisors November 2013 - Present
Morgan Stanley Wealth Management June 2010 - October 2013
LPL Financial June 2007 - June 2010
Mutual of Omaha October 2005 - May 2007
Skills
Special Needs Trusts, Investments, Securities, Asset Allocation, Alternative Investments, Municipal Bonds, Networking, Estate Investment...
Education
University of Missouri - St. Louis
BS, History
Andrew M. Maynard Andrew M. Maynard's Morgan Stanley Wealth Management Experience July 2012 - December 2014
Job Engagement Manger | Passionate about IT and Business Technology | Broadridge Financial Solutions
Industry Financial Services
Experience
Broadridge Financial Solutions December 2014 - Present
Morgan Stanley Wealth Management July 2012 - December 2014
KNF&T Staffing Resources June 2012 - July 2012
Medix Staffing Solutions July 2011 - May 2012
Boucher Landscaping May 2010 - August 2011
Office of the Mayor of New Bedford February 2011 - June 2011
Skills
Recruiting, Cold Calling, Sourcing, Technical Recruiting, Customer Service, Talent Acquisition, Microsoft Office, Applicant Tracking..., Contract Recruitment, Sales, Staffing Services, Account Management, Business Development, Interviews, College Recruiting, Temporary Staffing
Education
University of Massachusetts Dartmouth 2007 — 2011
Bachelors degree, Political Science
Saint John's 2003 — 2007
High School
Broadridge Financial Solutions December 2014 - Present
Morgan Stanley Wealth Management July 2012 - December 2014
KNF&T Staffing Resources June 2012 - July 2012
Medix Staffing Solutions July 2011 - May 2012
Boucher Landscaping May 2010 - August 2011
Office of the Mayor of New Bedford February 2011 - June 2011
Skills
Recruiting, Cold Calling, Sourcing, Technical Recruiting, Customer Service, Talent Acquisition, Microsoft Office, Applicant Tracking..., Contract Recruitment, Sales, Staffing Services, Account Management, Business Development, Interviews, College Recruiting, Temporary Staffing
Education
University of Massachusetts Dartmouth 2007 — 2011
Bachelors degree, Political Science
Saint John's 2003 — 2007
High School
Theresa Rynaski Theresa Rynaski's Morgan Stanley Wealth Management Experience June 1998 - September 2012
Job Vice President Wealth Management at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. September 2012 - Present
Morgan Stanley Wealth Management June 1998 - September 2012
Skills
Wealth Management, Retirement Planning, Financial Planning, Mutual Funds, Series 7, Investments, Portfolio Management, Asset Management, Equities, Asset Allocation, Investment Advisory
Education
University of Nebraska at Omaha 1989 — 1993
Bachelor of Arts (B.A.), International Business
Robert W. Baird & Co. September 2012 - Present
Morgan Stanley Wealth Management June 1998 - September 2012
Skills
Wealth Management, Retirement Planning, Financial Planning, Mutual Funds, Series 7, Investments, Portfolio Management, Asset Management, Equities, Asset Allocation, Investment Advisory
Education
University of Nebraska at Omaha 1989 — 1993
Bachelor of Arts (B.A.), International Business
Ryan Hickey Ryan Hickey's Morgan Stanley Wealth Management Experience June 2013 - August 2013
Job Assurance Staff at EY
Industry
Experience
EY June 2015 - Present
The High Tech Strategist January 2008 - June 2015
iRobot May 2014 - August 2014
Whittemore School of Business and Economics September 2012 - May 2014
Morgan Stanley Wealth Management June 2013 - August 2013
Lowell Registry for Private Duty Nurses and Aids June 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, Newsletters, Microsoft Office, Research, Financial Analysis, Microsoft Word, Finance, Time Management
Education
University of New Hampshire 2010 — 2015
Bachelor's Degree, Finance & Accounting
University of New Hampshire - Whittemore School of Business and Economics 2010 — 2014
Bachelor's degree, Accounting and Finance, 3.6
EY June 2015 - Present
The High Tech Strategist January 2008 - June 2015
iRobot May 2014 - August 2014
Whittemore School of Business and Economics September 2012 - May 2014
Morgan Stanley Wealth Management June 2013 - August 2013
Lowell Registry for Private Duty Nurses and Aids June 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, Newsletters, Microsoft Office, Research, Financial Analysis, Microsoft Word, Finance, Time Management
Education
University of New Hampshire 2010 — 2015
Bachelor's Degree, Finance & Accounting
University of New Hampshire - Whittemore School of Business and Economics 2010 — 2014
Bachelor's degree, Accounting and Finance, 3.6
Meredith Mintz Meredith Mintz's Morgan Stanley Wealth Management Experience October 2011 - November 2013
Job Executive Assistant at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management October 2011 - November 2013
UBS December 2002 - August 2010
Prudential Financial August 1992 - December 2002
Skills
Customer Service, Microsoft Excel, Microsoft Word, Outlook, PowerPoint, Wealth Management, Administrative...
Education
University of Maryland College Park
Morgan Stanley Wealth Management October 2011 - November 2013
UBS December 2002 - August 2010
Prudential Financial August 1992 - December 2002
Skills
Customer Service, Microsoft Excel, Microsoft Word, Outlook, PowerPoint, Wealth Management, Administrative...
Education
University of Maryland College Park
Candace Plunkett Candace Plunkett's Morgan Stanley Wealth Management Experience October 2013 - Present
Job Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Wealth Management October 2013 - Present
Scottrade July 2008 - October 2013
Skills
Series 7, Series 63, Securities, Investments
Education
University of Mississippi 2003 — 2007
Bachelor of Science (B.S.), Banking and Finance
Morgan Stanley Wealth Management October 2013 - Present
Scottrade July 2008 - October 2013
Skills
Series 7, Series 63, Securities, Investments
Education
University of Mississippi 2003 — 2007
Bachelor of Science (B.S.), Banking and Finance
Reed A. Haimson's Morgan Stanley Wealth Management Experience 2010 - 2013
Job Owner/Managing Principal at FatStack LLC
Industry Financial Services
Experience
FatStack LLC July 2012 - Present
Morgan Stanley Wealth Management 2010 - 2013
Edward Jones 2008 - 2010
Skills
Customer Service, Mortgage Lending, Financial Analysis, Microsoft Excel, Investments, Sales, Finance, Microsoft Office, Leadership, Banking, Portfolio Management, Risk Management, Microsoft Word, PowerPoint, Credit, Credit Analysis, Strategic Planning, Refinance, Sellers, Sales Management, Investment Strategies, Financial Advisory, Financial Services, Wealth Management, Series 7, Mutual Funds, Retirement Planning, Securities
Education
University of Northern Colorado 2004 — 2008
Bachelor's degree, Finance, General
FatStack LLC July 2012 - Present
Morgan Stanley Wealth Management 2010 - 2013
Edward Jones 2008 - 2010
Skills
Customer Service, Mortgage Lending, Financial Analysis, Microsoft Excel, Investments, Sales, Finance, Microsoft Office, Leadership, Banking, Portfolio Management, Risk Management, Microsoft Word, PowerPoint, Credit, Credit Analysis, Strategic Planning, Refinance, Sellers, Sales Management, Investment Strategies, Financial Advisory, Financial Services, Wealth Management, Series 7, Mutual Funds, Retirement Planning, Securities
Education
University of Northern Colorado 2004 — 2008
Bachelor's degree, Finance, General
Jason Dworak, CIMA® Jason Dworak, CIMA®'s Morgan Stanley Wealth Management Experience January 1999 - December 2008
Job Managing Director—Wealth Management at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc. December 2008 - Present
Morgan Stanley Wealth Management January 1999 - December 2008
Piper Jaffray January 1993 - January 1999
Education
University of Nebraska-Lincoln
Business Finance
UBS Financial Services Inc. December 2008 - Present
Morgan Stanley Wealth Management January 1999 - December 2008
Piper Jaffray January 1993 - January 1999
Education
University of Nebraska-Lincoln
Business Finance
Benjamin MacNeil Benjamin MacNeil's Morgan Stanley Wealth Management Experience May 2012 - May 2013
Job Proprietor at East Avenue Landscaping, LLC
Industry Financial Services
Experience
East Avenue Landscaping, LLC August 2013 - Present
Dexter School September 2012 - Present
Town Of Milton April 2012 - March 2014
Morgan Stanley Wealth Management May 2012 - May 2013
State Street January 2011 - May 2012
Morgan Stanley Dean Witter May 2005 - August 2005
Skills
Bloomberg, Equities, Fixed Income, Microsoft Excel, Microsoft Office, Mutual Funds, Sales, Series 7
Education
University of Massachusetts Boston 2005 — 2010
Bachelor, Business Management
Thayer Academy 2001 — 2005
HS Diploma
Dexter School 1997 — 2001
East Avenue Landscaping, LLC August 2013 - Present
Dexter School September 2012 - Present
Town Of Milton April 2012 - March 2014
Morgan Stanley Wealth Management May 2012 - May 2013
State Street January 2011 - May 2012
Morgan Stanley Dean Witter May 2005 - August 2005
Skills
Bloomberg, Equities, Fixed Income, Microsoft Excel, Microsoft Office, Mutual Funds, Sales, Series 7
Education
University of Massachusetts Boston 2005 — 2010
Bachelor, Business Management
Thayer Academy 2001 — 2005
HS Diploma
Dexter School 1997 — 2001
Cy Schroeder Cy Schroeder's Morgan Stanley Wealth Management Experience May 2010 - May 2010
Job Analyst at Babson Capital Management
Industry Investment Management
Experience
Babson Capital Management July 2014 - Present
Triangle Capital Corporation August 2013 - December 2013
Ally Financial Inc. June 2013 - August 2013
Womble Carlyle Sandridge & Rice LLP June 2011 - August 2011
Morgan Stanley Wealth Management May 2010 - May 2010
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Social Media, Research, Spanish, Data Analysis, Event Planning, Community Outreach, QRM, Social Networking, Fundraising, Marketing, Financial Analysis, Facebook, Public Speaking, Big 4
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance and Entrepreneurship
Babson Capital Management July 2014 - Present
Triangle Capital Corporation August 2013 - December 2013
Ally Financial Inc. June 2013 - August 2013
Womble Carlyle Sandridge & Rice LLP June 2011 - August 2011
Morgan Stanley Wealth Management May 2010 - May 2010
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Social Media, Research, Spanish, Data Analysis, Event Planning, Community Outreach, QRM, Social Networking, Fundraising, Marketing, Financial Analysis, Facebook, Public Speaking, Big 4
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance and Entrepreneurship
Jonathan D. Hollis Jonathan D. Hollis's Morgan Stanley Wealth Management Experience September 2013 - June 2015
Job Investment Banking Summer Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
Morgan Stanley Wealth Management September 2013 - June 2015
WilmerHale June 2012 - August 2013
Worcester Tornadoes November 2009 - July 2010
Texas Rangers Baseball Club June 2006 - March 2008
Skills
Anti Money Laundering, Bank Secrecy Act, USA PATRIOT Act, OFAC, Actimize, FinCEN, Due Diligence, Enterprise Risk..., KYC, Data Analysis, Political Risk Analysis, Financial Analysis, Lexis, Westlaw, AML, Suspicious Activity..., Decision Modeling, Risk Analysis, Compliance
Education
University of North Carolina at Chapel Hill 2014 — 2016
Master of Business Administration (M.B.A.), Corporate Finance
Yale University 2002 — 2006
Bachelor of Arts (B.A.), Psychology
Morgan Stanley June 2015 - Present
Morgan Stanley Wealth Management September 2013 - June 2015
WilmerHale June 2012 - August 2013
Worcester Tornadoes November 2009 - July 2010
Texas Rangers Baseball Club June 2006 - March 2008
Skills
Anti Money Laundering, Bank Secrecy Act, USA PATRIOT Act, OFAC, Actimize, FinCEN, Due Diligence, Enterprise Risk..., KYC, Data Analysis, Political Risk Analysis, Financial Analysis, Lexis, Westlaw, AML, Suspicious Activity..., Decision Modeling, Risk Analysis, Compliance
Education
University of North Carolina at Chapel Hill 2014 — 2016
Master of Business Administration (M.B.A.), Corporate Finance
Yale University 2002 — 2006
Bachelor of Arts (B.A.), Psychology
Jesse Krumholz Jesse Krumholz's Morgan Stanley Wealth Management Experience June 2013 - August 2013
Job Branch Intern at Morgan Stanley Wealth Management
Industry
Experience
Morgan Stanley Wealth Management June 2013 - August 2013
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Access, Social Networking, Budgets, Microsoft Office, Outlook, Data Entry, Data Analysis, Analysis, Time Management, Inventory Management, Financial Analysis
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2015
Bachelor of Business Administration (B.B.A.), Accounting and Finance, Junior
Morgan Stanley Wealth Management June 2013 - August 2013
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Access, Social Networking, Budgets, Microsoft Office, Outlook, Data Entry, Data Analysis, Analysis, Time Management, Inventory Management, Financial Analysis
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2015
Bachelor of Business Administration (B.B.A.), Accounting and Finance, Junior
Victor Rotaru Victor Rotaru's Morgan Stanley Wealth Management Experience January 2013 - Present
Job Financial Modelling Associate at Carlson Funds Enterprise Fixed Income
Industry Investment Banking
Experience
Morgan Stanley Wealth Management January 2013 - Present
Carlson Funds Enterprise - Fixed Income April 2013 - Present
University of Minnesota January 2013 - May 2013
CPP Group plc May 2012 - August 2012
Education
University of Minnesota - Carlson School of Management 2009 — 2013
BSB, Finance
Morgan Stanley Wealth Management January 2013 - Present
Carlson Funds Enterprise - Fixed Income April 2013 - Present
University of Minnesota January 2013 - May 2013
CPP Group plc May 2012 - August 2012
Education
University of Minnesota - Carlson School of Management 2009 — 2013
BSB, Finance
Ashley Model Ashley Model's Morgan Stanley Wealth Management Experience February 2001 - Present
Job Financial Services
Industry Financial Services
Experience
Morgan Stanley Wealth Management February 2001 - Present
Education
University of Oklahoma 1998 — 2003
Heritage Hall
Morgan Stanley Wealth Management February 2001 - Present
Education
University of Oklahoma 1998 — 2003
Heritage Hall
Joe Dolan Joe Dolan's Morgan Stanley Wealth Management Experience June 2010 - January 2013
Job Financial Advisor at Dolan Wealth Management
Industry Financial Services
Experience
Dolan Wealth Management January 2013 - Present
Morgan Stanley Wealth Management June 2010 - January 2013
UBS August 2004 - July 2010
Piper Jaffray 2002 - 2006
Fortis and Hartford 2000 - 2002
Prudential Financial 1997 - 2000
Skills
Series 7, Securities, Portfolio Management, Retirement Planning, Wealth Management, Uniform Combined State..., Series 63, Asset Allocation, Investment Advisory, Mutual Funds, Financial Analysis, Investments, Investment Strategies, Series 65, Retirement, Certified Financial..., Financial Advisory, Investment Management
Education
University of Minnesota-Twin Cities 1991 — 1995
BA, Political Science, Economics Minor
Academy of the Holy Angels
Academy of the Holy Angels
Academy of the Holy Angels
Dolan Wealth Management January 2013 - Present
Morgan Stanley Wealth Management June 2010 - January 2013
UBS August 2004 - July 2010
Piper Jaffray 2002 - 2006
Fortis and Hartford 2000 - 2002
Prudential Financial 1997 - 2000
Skills
Series 7, Securities, Portfolio Management, Retirement Planning, Wealth Management, Uniform Combined State..., Series 63, Asset Allocation, Investment Advisory, Mutual Funds, Financial Analysis, Investments, Investment Strategies, Series 65, Retirement, Certified Financial..., Financial Advisory, Investment Management
Education
University of Minnesota-Twin Cities 1991 — 1995
BA, Political Science, Economics Minor
Academy of the Holy Angels
Academy of the Holy Angels
Academy of the Holy Angels
Diane Knapper Brawley Diane Knapper Brawley's Morgan Stanley Wealth Management Experience November 2006 - Present
Job Senior Registered Associate
Industry Financial Services
Experience
Morgan Stanley Wealth Management November 2006 - Present
Morgan Stanley Smith Barney November 2006 - Present
Piper Jaffray May 2001 - November 2006
Skills
Series 7, Series 63, Retirement Planning, Customer Service, Wealth Management, Series 9, Series 10, Corporate Stock Option..., Securities, Uniform Combined State...
Education
University of Minnesota Crookston
Morgan Stanley Wealth Management November 2006 - Present
Morgan Stanley Smith Barney November 2006 - Present
Piper Jaffray May 2001 - November 2006
Skills
Series 7, Series 63, Retirement Planning, Customer Service, Wealth Management, Series 9, Series 10, Corporate Stock Option..., Securities, Uniform Combined State...
Education
University of Minnesota Crookston
Evan Rosenzweig Evan Rosenzweig's Morgan Stanley Wealth Management Experience June 2011 - August 2011
Job Compensation Analyst at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman January 2015 - Present
Brown Brothers Harriman February 2013 - December 2014
Brown Brothers Harriman June 2012 - August 2012
Morgan Stanley Wealth Management June 2011 - August 2011
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Team-oriented, Strategic Planning, Financial Analysis, Fundraising, Nonprofits, Leadership, Data Analysis, Teamwork
Education
University of Michigan 2009 — 2012
Bachelor of Science (BS), Economics
Brown Brothers Harriman January 2015 - Present
Brown Brothers Harriman February 2013 - December 2014
Brown Brothers Harriman June 2012 - August 2012
Morgan Stanley Wealth Management June 2011 - August 2011
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Team-oriented, Strategic Planning, Financial Analysis, Fundraising, Nonprofits, Leadership, Data Analysis, Teamwork
Education
University of Michigan 2009 — 2012
Bachelor of Science (BS), Economics
Ash Minor Ash Minor's Morgan Stanley Wealth Management Experience April 2010 - Present
Job Financial Advisor at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management April 2010 - Present
Provident Financial Services June 2005 - February 2010
Family Life Insurance Company February 2002 - June 2005
Skills
Series 7, Retirement Planning, Wealth Management, Alternative Investments, Fixed Annuities, Strategic Financial..., Mutual Funds, IRAs, Financial Advisory, Asset Allocation, Estate Planning, Securities, Investment Strategies, Series 66, Series 31, Long Term Care Insurance, Life and Health..., Medicare Supplement, Fixed Income, Variable Annuities, Personal Budgeting, Cash Flow Analysis, Insurance, 401k Rollovers, Retirement, 401k, Disability Insurance, College Savings Plans, Financial Markets, Equities, Asset Management, 529 Plans
Education
University of North Carolina at Charlotte 1997 — 2001
Bachelor of Science (B.S.), Marketing
Morgan Stanley Wealth Management April 2010 - Present
Provident Financial Services June 2005 - February 2010
Family Life Insurance Company February 2002 - June 2005
Skills
Series 7, Retirement Planning, Wealth Management, Alternative Investments, Fixed Annuities, Strategic Financial..., Mutual Funds, IRAs, Financial Advisory, Asset Allocation, Estate Planning, Securities, Investment Strategies, Series 66, Series 31, Long Term Care Insurance, Life and Health..., Medicare Supplement, Fixed Income, Variable Annuities, Personal Budgeting, Cash Flow Analysis, Insurance, 401k Rollovers, Retirement, 401k, Disability Insurance, College Savings Plans, Financial Markets, Equities, Asset Management, 529 Plans
Education
University of North Carolina at Charlotte 1997 — 2001
Bachelor of Science (B.S.), Marketing
Omeed Zarrin's Morgan Stanley Wealth Management Experience November 2013 - June 2015
Job Internal Wholesaler at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management August 2015 - Present
MFS Investment Management June 2015 - August 2015
Morgan Stanley Wealth Management November 2013 - June 2015
SPEC Process Engineering & Construction August 2013 - November 2013
AXA Advisors January 2013 - July 2013
UNC Wilmington December 2010 - December 2012
UBS Financial Services June 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Windows, Asset Allocation, Equity Research, PowerPoint, Teamwork, iOS, Time Management, Marketing, Salesforce.com, Morningstar Direct, ThomsonOne, Mutual Funds, Sales
Education
University of North Carolina at Wilmington 2010 — 2013
Bachelor’s Degree, Finance
MFS Investment Management August 2015 - Present
MFS Investment Management June 2015 - August 2015
Morgan Stanley Wealth Management November 2013 - June 2015
SPEC Process Engineering & Construction August 2013 - November 2013
AXA Advisors January 2013 - July 2013
UNC Wilmington December 2010 - December 2012
UBS Financial Services June 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Windows, Asset Allocation, Equity Research, PowerPoint, Teamwork, iOS, Time Management, Marketing, Salesforce.com, Morningstar Direct, ThomsonOne, Mutual Funds, Sales
Education
University of North Carolina at Wilmington 2010 — 2013
Bachelor’s Degree, Finance
Alex Kellison's Morgan Stanley Wealth Management Experience March 2010 - January 2014
Job Senior Analyst at Heritage Capital Group
Industry Investment Banking
Experience
Heritage Capital Group February 2014 - Present
Morgan Stanley Wealth Management March 2010 - January 2014
Fidelity National Financial July 2009 - March 2010
Skills
Financial Analysis, Financial Modeling, Portfolio Management, Bloomberg Terminal, Morningstar, Finance, Investment Banking, Security Analysis, Financial Reporting, PowerPoint, Microsoft Excel, Microsoft Word, ThomsonOne, Asset Allocation, Mergers & Acquisitions, Management Consulting, Valuation, Equities, Investments, Due Diligence
Education
University of North Florida 2003 — 2009
Bachelor of Business Administration (B.B.A.), Finance, Investments
Heritage Capital Group February 2014 - Present
Morgan Stanley Wealth Management March 2010 - January 2014
Fidelity National Financial July 2009 - March 2010
Skills
Financial Analysis, Financial Modeling, Portfolio Management, Bloomberg Terminal, Morningstar, Finance, Investment Banking, Security Analysis, Financial Reporting, PowerPoint, Microsoft Excel, Microsoft Word, ThomsonOne, Asset Allocation, Mergers & Acquisitions, Management Consulting, Valuation, Equities, Investments, Due Diligence
Education
University of North Florida 2003 — 2009
Bachelor of Business Administration (B.B.A.), Finance, Investments
Charlene Sampson Charlene Sampson's Morgan Stanley Wealth Management Experience November 2012 - Present
Job Registered Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management November 2012 - Present
Carol Woods Retirement Home January 2012 - July 2012
Broughton High School January 2012 - May 2012
NC Science Festival April 2012 - April 2012
University of North Carolina at Chapel Hill August 2011 - December 2011
Bonsai/Coral Sushi Bar and Grill June 2007 - August 2010
Carolina Union Production Services August 2008 - December 2008
Family Preservation Services, Donna Glasgow June 2007 - August 2007
Madison Meadows Retirement Home May 2005 - August 2005
Skills
Proficient in MS Word,..., Resume Writing, Organizational..., Research, Social Networking, Statistics, Classroom, Financial Services, Superior Client Service, Critical Thinking
Education
UNC Chapel Hill 2008 — 2012
Bachelor of Science (BS), Psychology
Morgan Stanley Wealth Management November 2012 - Present
Carol Woods Retirement Home January 2012 - July 2012
Broughton High School January 2012 - May 2012
NC Science Festival April 2012 - April 2012
University of North Carolina at Chapel Hill August 2011 - December 2011
Bonsai/Coral Sushi Bar and Grill June 2007 - August 2010
Carolina Union Production Services August 2008 - December 2008
Family Preservation Services, Donna Glasgow June 2007 - August 2007
Madison Meadows Retirement Home May 2005 - August 2005
Skills
Proficient in MS Word,..., Resume Writing, Organizational..., Research, Social Networking, Statistics, Classroom, Financial Services, Superior Client Service, Critical Thinking
Education
UNC Chapel Hill 2008 — 2012
Bachelor of Science (BS), Psychology
maribeth robinson's Morgan Stanley Wealth Management Experience July 1988 - March 2010
Job Managing Director HR Executive at JP Morgan Chase
Industry Financial Services
Experience
JPMorgan Chase August 2014 - Present
JP Morgan Chase March 2010 - July 2014
Morgan Stanley Wealth Management July 1988 - March 2010
Skills
Human Resources, Succession Planning, Deferred Compensation, Talent Management, Onboarding, Performance Management, Employee Relations, Organizational..., Talent Acquisition, Business Transformation, Workforce Development, Strategic Communications, Diversity & Inclusion, Compensation & Benefit, Leadership Development, Employee Benefits, Employee Engagement, Organizational Design
Education
University of North Carolina at Chapel Hill 1982 — 1986
Bachelor of Science (BS), Labor and Industrial Relations
JPMorgan Chase August 2014 - Present
JP Morgan Chase March 2010 - July 2014
Morgan Stanley Wealth Management July 1988 - March 2010
Skills
Human Resources, Succession Planning, Deferred Compensation, Talent Management, Onboarding, Performance Management, Employee Relations, Organizational..., Talent Acquisition, Business Transformation, Workforce Development, Strategic Communications, Diversity & Inclusion, Compensation & Benefit, Leadership Development, Employee Benefits, Employee Engagement, Organizational Design
Education
University of North Carolina at Chapel Hill 1982 — 1986
Bachelor of Science (BS), Labor and Industrial Relations
Alex (Alaa) Daoudi Alex (Alaa) Daoudi's Morgan Stanley Wealth Management Experience June 2011 - June 2013
Job Business Development Associate
Industry Financial Services
Experience
Byblos Enterprise July 2013 - Present
Morgan Stanley Wealth Management June 2011 - June 2013
AIG July 2007 - June 2010
Financial Crossing January 2005 - July 2007
Draper and Kramer December 2003 - January 2005
RBC January 2000 - December 2003
Skills
Financial Analysis, Project Planning, Customer Service, Mortgage Lending, Investments, 401k, Management, Nonprofits, Wealth, Portfolio Management, Retirement, Business Development, Program Management, Financial Advisory, Strategic Financial..., Loans, Asset Managment, Bonds, Loan Origination, Securities, Selling, Strategic Planning, Asset Allocation, Microsoft Excel, Investment Strategies, Analysis, Retirement Planning, Finance, Sales, Financial Modeling, Relationship Management, Risk Management, Banking, Insurance, Employee Benefits, Mergers & Acquisitions, Valuation
Education
University of Nevada-Las Vegas 1998 — 2002
B.S. Business Management/Hotel Management
Byblos Enterprise July 2013 - Present
Morgan Stanley Wealth Management June 2011 - June 2013
AIG July 2007 - June 2010
Financial Crossing January 2005 - July 2007
Draper and Kramer December 2003 - January 2005
RBC January 2000 - December 2003
Skills
Financial Analysis, Project Planning, Customer Service, Mortgage Lending, Investments, 401k, Management, Nonprofits, Wealth, Portfolio Management, Retirement, Business Development, Program Management, Financial Advisory, Strategic Financial..., Loans, Asset Managment, Bonds, Loan Origination, Securities, Selling, Strategic Planning, Asset Allocation, Microsoft Excel, Investment Strategies, Analysis, Retirement Planning, Finance, Sales, Financial Modeling, Relationship Management, Risk Management, Banking, Insurance, Employee Benefits, Mergers & Acquisitions, Valuation
Education
University of Nevada-Las Vegas 1998 — 2002
B.S. Business Management/Hotel Management
Y. Jamie Mistry Y. Jamie Mistry's Morgan Stanley Wealth Management Experience July 2000 - March 2009
Job First Vice President Wealth Management & Portfolio Manager
Industry Financial Services
Experience
UBS Financial Services Inc. March 2009 - Present
Morgan Stanley Wealth Management July 2000 - March 2009
Merrill Lynch November 1992 - June 2000
Education
University of Michigan
UBS Financial Services Inc. March 2009 - Present
Morgan Stanley Wealth Management July 2000 - March 2009
Merrill Lynch November 1992 - June 2000
Education
University of Michigan
Rachael Christensen Rachael Christensen's Morgan Stanley Wealth Management Experience October 2011 - Present
Job at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management October 2011 - Present
Robert Half International April 2011 - September 2011
Education
University of Massachusetts, Amherst 2006 — 2010
Bachelor's of Science, Environmental Science
Morgan Stanley Wealth Management October 2011 - Present
Robert Half International April 2011 - September 2011
Education
University of Massachusetts, Amherst 2006 — 2010
Bachelor's of Science, Environmental Science
Anne-Marie Cummings Anne-Marie Cummings's Morgan Stanley Wealth Management Experience July 2013 - Present
Job Client Service Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management July 2013 - Present
Pi Beta Phi Fraternity August 2012 - Present
Education
University of North Carolina at Chapel Hill 2006 — 2010
B.A
Global Institute of Leadership and Civic Development Universidad Blas
Morgan Stanley Wealth Management July 2013 - Present
Pi Beta Phi Fraternity August 2012 - Present
Education
University of North Carolina at Chapel Hill 2006 — 2010
B.A
Global Institute of Leadership and Civic Development Universidad Blas
Sam Bush Sam Bush's Morgan Stanley Wealth Management Experience June 2013 - August 2013
Job Analyst at Guggenheim Partners
Industry Higher Education
Experience
Guggenheim Partners June 2015 - Present
University of Oregon Investment Group August 2014 - June 2015
University of Oregon Tennis Team January 2011 - June 2015
Guggenheim Partners June 2014 - August 2014
University of Oregon Investment Group February 2014 - August 2014
University of Oregon Investment Group February 2013 - February 2014
Morgan Stanley Wealth Management June 2013 - August 2013
PwC X-treme Games Competition October 2012 - October 2012
Georgetown University Tennis Camp June 2011 - August 2011
Skills
Microsoft Office, PowerPoint, Higher Education, Teaching, Social Media, Microsoft Excel, Photoshop, Facebook, Microsoft Word, Valuation, Macroeconomics
Education
University of Oregon 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General
Maret School 2006 — 2010
Guggenheim Partners June 2015 - Present
University of Oregon Investment Group August 2014 - June 2015
University of Oregon Tennis Team January 2011 - June 2015
Guggenheim Partners June 2014 - August 2014
University of Oregon Investment Group February 2014 - August 2014
University of Oregon Investment Group February 2013 - February 2014
Morgan Stanley Wealth Management June 2013 - August 2013
PwC X-treme Games Competition October 2012 - October 2012
Georgetown University Tennis Camp June 2011 - August 2011
Skills
Microsoft Office, PowerPoint, Higher Education, Teaching, Social Media, Microsoft Excel, Photoshop, Facebook, Microsoft Word, Valuation, Macroeconomics
Education
University of Oregon 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General
Maret School 2006 — 2010
Carolyn Wasdell Carolyn Wasdell's Morgan Stanley Wealth Management Experience November 2012 - December 2014
Job Vice President at Crutchfield Advisors, Inc.
Industry Financial Services
Experience
Crutchfield Advisors, Inc. December 2014 - Present
Morgan Stanley Wealth Management November 2012 - December 2014
Morgan Stanley Smith Barney April 2010 - October 2012
Morgan Stanley July 2006 - April 2010
Skills
Series 7, Series 66, Series 9, Series 10, Series 3, Series 31, Life and Health...
Education
UNC Chapel Hill 2002 — 2006
Bachelor of Arts, Economics
Crutchfield Advisors, Inc. December 2014 - Present
Morgan Stanley Wealth Management November 2012 - December 2014
Morgan Stanley Smith Barney April 2010 - October 2012
Morgan Stanley July 2006 - April 2010
Skills
Series 7, Series 66, Series 9, Series 10, Series 3, Series 31, Life and Health...
Education
UNC Chapel Hill 2002 — 2006
Bachelor of Arts, Economics
Manoj Arora Manoj Arora's Morgan Stanley Wealth Management Experience March 2014 - Present
Job Vice President at AIS Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management March 2014 - Present
Bank Of America Merrill Lynch May 2010 - February 2014
Ernst & Young January 2002 - May 2010
Etensity February 2001 - December 2001
L&T Infotech 1998 - 2001
Larsen and Toubro Infotech 1998 - 2001
Skills
Web Services, .NET, Mobile Applications, C#, Microsoft SQL Server, JavaScript, Agile Methodologies, Design Patterns, SDLC, Software Project..., Enterprise Architecture, SOA, Java, Agile Project Management, IT Strategy, Objective-C, Strategy, WCF, Android, Mobile Devices, Solution Architecture, iOS, HTML 5, ASP.NET, Web Applications, Scrum, JSON, ASP.NET AJAX, Mobile Product..., Technical Leadership, Mobile Device Management, TFS, Mobile Architecture, System Architecture, Cloud Computing, Database Design, REST, Frameworks, Mobile Security, Responsive Web Design, Amazon Web Services..., TDD, WPF, RESTful architecture, AngularJS, XACML, IBM BPM, Pega PRPC, WIF
Education
University of Mumbai 1994 — 1997
Bachelor of Engineering (B.E.), Computer Science
Ramrao Adik Institute of Technology (RAIT) 1993 — 1997
Bachelor of Engineering (B.E.), Computer Engineering
Morgan Stanley Wealth Management March 2014 - Present
Bank Of America Merrill Lynch May 2010 - February 2014
Ernst & Young January 2002 - May 2010
Etensity February 2001 - December 2001
L&T Infotech 1998 - 2001
Larsen and Toubro Infotech 1998 - 2001
Skills
Web Services, .NET, Mobile Applications, C#, Microsoft SQL Server, JavaScript, Agile Methodologies, Design Patterns, SDLC, Software Project..., Enterprise Architecture, SOA, Java, Agile Project Management, IT Strategy, Objective-C, Strategy, WCF, Android, Mobile Devices, Solution Architecture, iOS, HTML 5, ASP.NET, Web Applications, Scrum, JSON, ASP.NET AJAX, Mobile Product..., Technical Leadership, Mobile Device Management, TFS, Mobile Architecture, System Architecture, Cloud Computing, Database Design, REST, Frameworks, Mobile Security, Responsive Web Design, Amazon Web Services..., TDD, WPF, RESTful architecture, AngularJS, XACML, IBM BPM, Pega PRPC, WIF
Education
University of Mumbai 1994 — 1997
Bachelor of Engineering (B.E.), Computer Science
Ramrao Adik Institute of Technology (RAIT) 1993 — 1997
Bachelor of Engineering (B.E.), Computer Engineering
Nick Hartford's Morgan Stanley Wealth Management Experience July 2011 - September 2011
Job Assistant Buyer at Fred Meyer
Industry Sports
Experience
Kroger February 2013 - Present
Nike November 2012 - March 2013
Portland Timbers March 2012 - November 2012
Shortform.com July 2011 - September 2011
Morgan Stanley Wealth Management July 2011 - September 2011
City of Boise June 2006 - September 2011
Theta Chi Fraternity March 2010 - March 2011
City of Boise January 2006 - January 2010
Skills
Excel, Microsoft Office, Customer Service, Social Media, Event Planning, Social Networking, PowerPoint, Facebook, Public Speaking, Microsoft Word, Event Management, Research, Social Media Marketing, Fundraising, Marketing, Financial Analysis, Financial Reporting, Sales, Coaching, Time Management, Microsoft Excel
Education
University of Oregon - Charles H. Lundquist College of Business 2008 — 2012
Bachelor of Science, Finance
Timberline high school 2005 — 2008
Kroger February 2013 - Present
Nike November 2012 - March 2013
Portland Timbers March 2012 - November 2012
Shortform.com July 2011 - September 2011
Morgan Stanley Wealth Management July 2011 - September 2011
City of Boise June 2006 - September 2011
Theta Chi Fraternity March 2010 - March 2011
City of Boise January 2006 - January 2010
Skills
Excel, Microsoft Office, Customer Service, Social Media, Event Planning, Social Networking, PowerPoint, Facebook, Public Speaking, Microsoft Word, Event Management, Research, Social Media Marketing, Fundraising, Marketing, Financial Analysis, Financial Reporting, Sales, Coaching, Time Management, Microsoft Excel
Education
University of Oregon - Charles H. Lundquist College of Business 2008 — 2012
Bachelor of Science, Finance
Timberline high school 2005 — 2008
Jacob Gordon's Morgan Stanley Wealth Management Experience June 2012 - June 2012
Job Summer Consultant at Clarkston Consulting
Industry Higher Education
Experience
Companion LLC September 2015 - Present
Michigan Sport Business Conference January 2015 - Present
The Revolving Door January 2014 - Present
Clarkston Consulting 2015 - 2015
Michigan Sport Business Conference January 2014 - December 2014
Sage Corps June 2014 - August 2014
ForeSee May 2013 - August 2013
Morgan Stanley Wealth Management June 2012 - June 2012
Skills
Spanish-speaking, Marketing, Marketing Communications, Mindfulness Meditation, Spanish, Community Outreach, Facebook, Data Analysis, Research, Sports, Public Speaking, PowerPoint, Event Planning, Sports Marketing
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2016
Bachelor of Business Administration (BBA)
University of Michigan 2011 — 2015
Bachelor of Arts (B.A.), Spanish Language and Literature
Companion LLC September 2015 - Present
Michigan Sport Business Conference January 2015 - Present
The Revolving Door January 2014 - Present
Clarkston Consulting 2015 - 2015
Michigan Sport Business Conference January 2014 - December 2014
Sage Corps June 2014 - August 2014
ForeSee May 2013 - August 2013
Morgan Stanley Wealth Management June 2012 - June 2012
Skills
Spanish-speaking, Marketing, Marketing Communications, Mindfulness Meditation, Spanish, Community Outreach, Facebook, Data Analysis, Research, Sports, Public Speaking, PowerPoint, Event Planning, Sports Marketing
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2016
Bachelor of Business Administration (BBA)
University of Michigan 2011 — 2015
Bachelor of Arts (B.A.), Spanish Language and Literature
Amy Stumler's Morgan Stanley Wealth Management Experience January 2002 - January 2003
Job Independent Consultant at Rodan + Fields Dermatologists
Industry Education Management
Experience
Rodan + Fields Dermatologists September 2013 - Present
Indiana Wesleyan University November 2013 - July 2014
University of Phoenix May 2005 - October 2013
Delta Gamma January 2003 - June 2004
Morgan Stanley Wealth Management January 2002 - January 2003
Skills
Business Analysis, Staff Management, Training, Interpersonal..., Organizational Aptitude, Leading Change, Customer Support, Team Leadership, Employee Engagement, Recruiting, Customer Service, Student Recruiting, Policy, Leadership Development, Staff Development, Student Financial Aid, Leadership, Interpersonal..., Student Affairs, Adult Education, Admissions, Coaching, Public Speaking, Enrollment Management, Strategic Planning, Higher Education, Campus, Academic Administration, Distance Learning, Career Counseling, CampusVue, Academic Advising, Resume Writing, Higher Education..., Career Development, Higher Education..., E-Learning, Instructional Design
Education
University of Phoenix- Hawaii Campus 2005 — 2008
Master of Business Administration (MBA)
University of Minnesota-Twin Cities 1998 — 2002
Bachelor's degree, Psychology and Sociology: Law, Criminology & Deviance
Rodan + Fields Dermatologists September 2013 - Present
Indiana Wesleyan University November 2013 - July 2014
University of Phoenix May 2005 - October 2013
Delta Gamma January 2003 - June 2004
Morgan Stanley Wealth Management January 2002 - January 2003
Skills
Business Analysis, Staff Management, Training, Interpersonal..., Organizational Aptitude, Leading Change, Customer Support, Team Leadership, Employee Engagement, Recruiting, Customer Service, Student Recruiting, Policy, Leadership Development, Staff Development, Student Financial Aid, Leadership, Interpersonal..., Student Affairs, Adult Education, Admissions, Coaching, Public Speaking, Enrollment Management, Strategic Planning, Higher Education, Campus, Academic Administration, Distance Learning, Career Counseling, CampusVue, Academic Advising, Resume Writing, Higher Education..., Career Development, Higher Education..., E-Learning, Instructional Design
Education
University of Phoenix- Hawaii Campus 2005 — 2008
Master of Business Administration (MBA)
University of Minnesota-Twin Cities 1998 — 2002
Bachelor's degree, Psychology and Sociology: Law, Criminology & Deviance
Jessie Barnhart's Morgan Stanley Wealth Management Experience February 2013 - June 2013
Job Director
Industry Health, Wellness and Fitness
Experience
Volusia Flagler YMCA January 2015 - Present
Volusia Flagler YMCA March 2014 - Present
Morgan Stanley Wealth Management February 2013 - June 2013
Wells Fargo Bank August 2010 - March 2013
Education
University of North Carolina at Wilmington 2005 — 2008
Bachelor of Science, Psychology
Volusia Flagler YMCA January 2015 - Present
Volusia Flagler YMCA March 2014 - Present
Morgan Stanley Wealth Management February 2013 - June 2013
Wells Fargo Bank August 2010 - March 2013
Education
University of North Carolina at Wilmington 2005 — 2008
Bachelor of Science, Psychology
Nolan Vannucci Nolan Vannucci's Morgan Stanley Wealth Management Experience December 2010 - Present
Job Director Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management December 2010 - Present
Independent Contractor October 2008 - January 2011
Wells Fargo October 2007 - October 2008
Skills
Strategic Planning, Sales, Investments, Portfolio Management, Financial Analysis, Financial Modeling, Customer Service, Finance, Marketing, Business Analysis, Microsoft Excel, Business Development, Sales Management, Financial Reporting, Insurance, Management, New Business Development, Microsoft Office, Process Improvement, Leadership
Education
University of Mount Union 2003 — 2007
BA, Finance, Business Administration, Economics
Morgan Stanley Wealth Management December 2010 - Present
Independent Contractor October 2008 - January 2011
Wells Fargo October 2007 - October 2008
Skills
Strategic Planning, Sales, Investments, Portfolio Management, Financial Analysis, Financial Modeling, Customer Service, Finance, Marketing, Business Analysis, Microsoft Excel, Business Development, Sales Management, Financial Reporting, Insurance, Management, New Business Development, Microsoft Office, Process Improvement, Leadership
Education
University of Mount Union 2003 — 2007
BA, Finance, Business Administration, Economics
Jennah Sorsanavongsa's Morgan Stanley Wealth Management Experience April 2014 - May 2015
Job Compliance Analyst at Pioneer Invesments
Industry Financial Services
Experience
Pioneer Investments May 2015 - Present
Morgan Stanley Wealth Management April 2014 - May 2015
Pioneer Investments May 2013 - April 2014
Abercrombie & Fitch September 2011 - May 2013
Skills
Customer Service, Time Management, Management, Sales, Retail, Visual Merchandising, Financial Services, Marketing, Financial Transactions, Inventory, Advertising, Interviewing Skills, Mutual Funds
Education
University of Massachusetts, Amherst 2007 — 2011
Bachelor of Arts (BA), Communications
Pioneer Investments May 2015 - Present
Morgan Stanley Wealth Management April 2014 - May 2015
Pioneer Investments May 2013 - April 2014
Abercrombie & Fitch September 2011 - May 2013
Skills
Customer Service, Time Management, Management, Sales, Retail, Visual Merchandising, Financial Services, Marketing, Financial Transactions, Inventory, Advertising, Interviewing Skills, Mutual Funds
Education
University of Massachusetts, Amherst 2007 — 2011
Bachelor of Arts (BA), Communications
Kristen Dealy's Morgan Stanley Wealth Management Experience April 2014 - Present
Job Financial Advisor at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management April 2014 - Present
Influx Ventures September 2012 - April 2014
Katrineholms Volleybollklubb October 2012 - May 2013
Pretty One, LLC June 2012 - July 2012
University of Notre Dame January 2012 - May 2012
University of Notre Dame January 2012 - May 2012
West End Partners March 2011 - August 2011
Skills
Leadership, Social Media, Business Development, Team Building, Sales, Analysis, Research, Retail, SEO, Public Speaking, Social Networking, Event Planning, Public Relations, Microsoft Office, Marketing, Social Media Marketing, Team Leadership
Education
University of Notre Dame 2008 — 2012
BA, American Studies, Film, Television, and Theatre
University of Notre Dame: Paris Summer Program 2011 — 2011
Art and Architecture in Paris, History of Paris
Santa Barbara High School 2004 — 2008
Morgan Stanley Wealth Management April 2014 - Present
Influx Ventures September 2012 - April 2014
Katrineholms Volleybollklubb October 2012 - May 2013
Pretty One, LLC June 2012 - July 2012
University of Notre Dame January 2012 - May 2012
University of Notre Dame January 2012 - May 2012
West End Partners March 2011 - August 2011
Skills
Leadership, Social Media, Business Development, Team Building, Sales, Analysis, Research, Retail, SEO, Public Speaking, Social Networking, Event Planning, Public Relations, Microsoft Office, Marketing, Social Media Marketing, Team Leadership
Education
University of Notre Dame 2008 — 2012
BA, American Studies, Film, Television, and Theatre
University of Notre Dame: Paris Summer Program 2011 — 2011
Art and Architecture in Paris, History of Paris
Santa Barbara High School 2004 — 2008
Christian Conway's Morgan Stanley Wealth Management Experience April 2013 - August 2013
Job Recruiting Coordinator at Faegre Baker Daniels LLP
Industry Human Resources
Experience
Faegre Baker Daniels LLP July 2015 - Present
Axcess Financial August 2014 - May 2015
XavierUniversityPepBandBoard August 2012 - April 2015
The Warrior Run February 2014 - October 2014
Hyde Park Wealth Management May 2014 - August 2014
Morgan Stanley Wealth Management April 2013 - August 2013
Skills
Marketing, Social Networking, Microsoft Excel, PowerPoint, Microsoft Word, Facebook, Time Management, Public Relations, Microsoft Office, English, Outlook, Strategic Planning, Windows, Social Media, Orchestral Music, Event Planning, Music, Human Resources, Leadership, Recruiting, Communication, Interviews, Public Speaking, Research, Social Media Marketing, Team Leadership, Teamwork
Education
University of Minnesota-Twin Cities 2015 — 2016
Master of Education (M.Ed.), Human Resources Development
Xavier University 2011 — 2015
Bachelor of Science in Business Administration (BSBA), Marketing, Stretegic Human Resource Management
Faegre Baker Daniels LLP July 2015 - Present
Axcess Financial August 2014 - May 2015
XavierUniversityPepBandBoard August 2012 - April 2015
The Warrior Run February 2014 - October 2014
Hyde Park Wealth Management May 2014 - August 2014
Morgan Stanley Wealth Management April 2013 - August 2013
Skills
Marketing, Social Networking, Microsoft Excel, PowerPoint, Microsoft Word, Facebook, Time Management, Public Relations, Microsoft Office, English, Outlook, Strategic Planning, Windows, Social Media, Orchestral Music, Event Planning, Music, Human Resources, Leadership, Recruiting, Communication, Interviews, Public Speaking, Research, Social Media Marketing, Team Leadership, Teamwork
Education
University of Minnesota-Twin Cities 2015 — 2016
Master of Education (M.Ed.), Human Resources Development
Xavier University 2011 — 2015
Bachelor of Science in Business Administration (BSBA), Marketing, Stretegic Human Resource Management
John Robinson, CFP®'s Morgan Stanley Wealth Management Experience February 2008 - April 2014
Job Financial Advisor at Davenport & Company LLC
Industry Financial Services
Experience
Davenport & Company LLC April 2014 - Present
Morgan Stanley Wealth Management February 2008 - April 2014
Patterson Dental March 2005 - February 2008
Clayton Homes November 1998 - December 2004
Skills
401k Rollovers, Retirement Planning, Insurance, Investments, Strategic Financial..., Wealth Management, Asset Allocation, Retirement, Securities, Financial Services, Finance, Financial Planning, Financial Advisory, Portfolio Management, Customer Service, Mutual Funds, Equities
Education
University of North Carolina at Chapel Hill
BA, Psychology
Virginia Episcopal School
Davenport & Company LLC April 2014 - Present
Morgan Stanley Wealth Management February 2008 - April 2014
Patterson Dental March 2005 - February 2008
Clayton Homes November 1998 - December 2004
Skills
401k Rollovers, Retirement Planning, Insurance, Investments, Strategic Financial..., Wealth Management, Asset Allocation, Retirement, Securities, Financial Services, Finance, Financial Planning, Financial Advisory, Portfolio Management, Customer Service, Mutual Funds, Equities
Education
University of North Carolina at Chapel Hill
BA, Psychology
Virginia Episcopal School
Leah van der Werff's Morgan Stanley Wealth Management Experience May 2013 - August 2013
Job Analyst at Morgan Stanley
Industry International Trade and Development
Experience
Morgan Stanley June 2015 - Present
Morgan Stanley January 2015 - February 2015
Morgan Stanley May 2014 - August 2014
Morgan Stanley Wealth Management May 2013 - August 2013
Skills
Due Diligence, Stata, Market Research, Microsoft Excel, Spanish, Microsoft Word, PowerPoint, Data Analysis, Microsoft Office, Social Media Marketing, Leadership, Social Media, Public Speaking, Social Networking, Research, Event Planning, Management
Education
University of Michigan 2012 — 2016
Bachelor's degree, International Business/Trade/Commerce and Women's Studies
University of Michigan
Morgan Stanley June 2015 - Present
Morgan Stanley January 2015 - February 2015
Morgan Stanley May 2014 - August 2014
Morgan Stanley Wealth Management May 2013 - August 2013
Skills
Due Diligence, Stata, Market Research, Microsoft Excel, Spanish, Microsoft Word, PowerPoint, Data Analysis, Microsoft Office, Social Media Marketing, Leadership, Social Media, Public Speaking, Social Networking, Research, Event Planning, Management
Education
University of Michigan 2012 — 2016
Bachelor's degree, International Business/Trade/Commerce and Women's Studies
University of Michigan
Hannah Peaslee Hannah Peaslee's Morgan Stanley Wealth Management Experience October 2013 - Present
Job Client Service Associate at Morgan Stanley Wealth Management
Industry Investment Management
Experience
Morgan Stanley Wealth Management October 2013 - Present
Morgan Stanley Wealth Management March 2013 - September 2013
Bank of America May 2011 - March 2013
Planet Fitness February 2009 - August 2012
Misty Hill Landscape and Design Ltd May 2010 - September 2010
Skills
English, Translation, Microsoft Office, Microsoft Word, PowerPoint, Spanish, Foreign Languages, Research, Microsoft Excel, Editing, Teamwork, Leadership, Communication, Employee Training, Customer Service, Social Media, Event Planning, Social Networking, Facebook
Education
University of Massachusetts, Amherst 2006 — 2011
Bachelor's degree, Spanish, Interpreting and Translation
Nauset Regional High School 2002 — 2006
Morgan Stanley Wealth Management October 2013 - Present
Morgan Stanley Wealth Management March 2013 - September 2013
Bank of America May 2011 - March 2013
Planet Fitness February 2009 - August 2012
Misty Hill Landscape and Design Ltd May 2010 - September 2010
Skills
English, Translation, Microsoft Office, Microsoft Word, PowerPoint, Spanish, Foreign Languages, Research, Microsoft Excel, Editing, Teamwork, Leadership, Communication, Employee Training, Customer Service, Social Media, Event Planning, Social Networking, Facebook
Education
University of Massachusetts, Amherst 2006 — 2011
Bachelor's degree, Spanish, Interpreting and Translation
Nauset Regional High School 2002 — 2006
Michael Scheid's Morgan Stanley Wealth Management Experience May 2014 - July 2014
Job Student at University of Notre Dame Mendoza College of Business
Industry
Experience
Robert W. Baird & Co. May 2015 - August 2015
Morgan Stanley Wealth Management May 2014 - July 2014
UBS Wealth Management June 2013 - July 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Teamwork, Research, Data Analysis
Education
University of Notre Dame - Mendoza College of Business 2012 — 2016
Robert W. Baird & Co. May 2015 - August 2015
Morgan Stanley Wealth Management May 2014 - July 2014
UBS Wealth Management June 2013 - July 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Teamwork, Research, Data Analysis
Education
University of Notre Dame - Mendoza College of Business 2012 — 2016
Michael Witt Michael Witt's Morgan Stanley Wealth Management Experience First Vice PresidentMorgan Stanley Wealth ManagementMay 2000 - Present
Job First Vice President at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management First Vice PresidentMorgan Stanley Wealth ManagementMay 2000 - Present
Skills
Series 7, Wealth Management, Series 63, Mutual Funds, Securities, Retirement Planning, Investments, Asset Allocation, Portfolio Management, Strategic Financial..., Asset Management, Equities, Series 9, Series 10, Series 65, Wealth Preservation..., Wealth Planning, Private Banking
Education
University of Nebraska-Lincoln 1992 — 1997
Bachelor of Science (B.S.), Management/Management Information Systems
Morgan Stanley Wealth Management First Vice PresidentMorgan Stanley Wealth ManagementMay 2000 - Present
Skills
Series 7, Wealth Management, Series 63, Mutual Funds, Securities, Retirement Planning, Investments, Asset Allocation, Portfolio Management, Strategic Financial..., Asset Management, Equities, Series 9, Series 10, Series 65, Wealth Preservation..., Wealth Planning, Private Banking
Education
University of Nebraska-Lincoln 1992 — 1997
Bachelor of Science (B.S.), Management/Management Information Systems
Ningwei Li Ningwei Li's Morgan Stanley Wealth Management Experience February 2013 - April 2013
Job Investment Fellow at T. Rowe Price
Industry Investment Management
Experience
T. Rowe Price July 2015 - Present
Robert H. Smith School of Business, University of Maryland August 2013 - May 2015
Lemma Senbet Fund May 2014 - April 2015
EY June 2014 - August 2014
University of Maryland May 2013 - August 2013
Morgan Stanley Wealth Management February 2013 - April 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Public Speaking, Research, Financial Analysis, Customer Service, Social Media, Teamwork, Matlab, Spanish, Social Networking, English, Data Analysis, Facebook, Access, Editing, Event Planning, Stata, Statistics, Economics
Education
University of Maryland College Park 2011 — 2015
Bachelor of Science (BS), Finance, Economics, and Statistics
T. Rowe Price July 2015 - Present
Robert H. Smith School of Business, University of Maryland August 2013 - May 2015
Lemma Senbet Fund May 2014 - April 2015
EY June 2014 - August 2014
University of Maryland May 2013 - August 2013
Morgan Stanley Wealth Management February 2013 - April 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Public Speaking, Research, Financial Analysis, Customer Service, Social Media, Teamwork, Matlab, Spanish, Social Networking, English, Data Analysis, Facebook, Access, Editing, Event Planning, Stata, Statistics, Economics
Education
University of Maryland College Park 2011 — 2015
Bachelor of Science (BS), Finance, Economics, and Statistics
Aleena Raza Aleena Raza's Morgan Stanley Wealth Management Experience June 2013 - Present
Job Complex Manager's Assistant/ 200 RYT Yoga Instructor
Industry Investment Management
Experience
Summit Climbing Gym July 2014 - Present
Morgan Stanley Wealth Management June 2013 - Present
City Surf Fitness February 2013 - Present
Southwest Securities March 2012 - June 2013
Preston State Bank May 2009 - March 2012
National Royalty October 2008 - May 2009
CentricVoice June 2007 - September 2008
Citibank Texas, N.A. September 2003 - June 2008
Skills
Marketing, Customer Service, Account Management, Marketing Strategy, PowerPoint, Banking, Social Media, Team Building, Social Media Marketing, CRM, Market Research, Marketing Communications, Advertising, Direct Marketing
Education
University of North Texas 2009 — 2012
Bachelor of Business Administration (B.B.A.)
University of Oregon 2002 — 2003
Summit Climbing Gym July 2014 - Present
Morgan Stanley Wealth Management June 2013 - Present
City Surf Fitness February 2013 - Present
Southwest Securities March 2012 - June 2013
Preston State Bank May 2009 - March 2012
National Royalty October 2008 - May 2009
CentricVoice June 2007 - September 2008
Citibank Texas, N.A. September 2003 - June 2008
Skills
Marketing, Customer Service, Account Management, Marketing Strategy, PowerPoint, Banking, Social Media, Team Building, Social Media Marketing, CRM, Market Research, Marketing Communications, Advertising, Direct Marketing
Education
University of North Texas 2009 — 2012
Bachelor of Business Administration (B.B.A.)
University of Oregon 2002 — 2003
Emily Kentfield Emily Kentfield's Morgan Stanley Wealth Management Experience May 2012 - May 2014
Job Graduate Student at UNC Charlotte
Industry Accounting
Experience
Deloitte June 2014 - August 2014
Morgan Stanley Wealth Management May 2012 - May 2014
Education
University of North Carolina at Charlotte 2014 — 2015
Masters of Accountancy
University of South Carolina - The Moore School of Business 2010 — 2014
Bachelor of Science, Accounting
Deloitte June 2014 - August 2014
Morgan Stanley Wealth Management May 2012 - May 2014
Education
University of North Carolina at Charlotte 2014 — 2015
Masters of Accountancy
University of South Carolina - The Moore School of Business 2010 — 2014
Bachelor of Science, Accounting
Milissa Hutchinson Milissa Hutchinson's Morgan Stanley Wealth Management Experience March 2011 - July 2013
Job Delaware Investments, a member of the Macquarie Group
Industry Financial Services
Experience
Delaware Investments, a member of the Macquarie Group September 2015 - Present
JPMorgan Chase July 2013 - September 2015
Morgan Stanley Wealth Management March 2011 - July 2013
Morgan Stanley Smith Barney October 2009 - February 2011
Studley Real Estate May 2006 - August 2006
Skills
Investments, Equities, Mutual Funds, Fixed Income, Management, Economics, Sales, Series 7, Project Planning, Wealth Management
Education
University of Miami 2005 — 2009
Bachelor, Business Administration; Economics
Delaware Investments, a member of the Macquarie Group September 2015 - Present
JPMorgan Chase July 2013 - September 2015
Morgan Stanley Wealth Management March 2011 - July 2013
Morgan Stanley Smith Barney October 2009 - February 2011
Studley Real Estate May 2006 - August 2006
Skills
Investments, Equities, Mutual Funds, Fixed Income, Management, Economics, Sales, Series 7, Project Planning, Wealth Management
Education
University of Miami 2005 — 2009
Bachelor, Business Administration; Economics
Don Horton Don Horton's Morgan Stanley Wealth Management Experience January 2011 - March 2014
Job Principal at Horton Financial Strategies, RIA
Industry Investment Management
Experience
Horton Financial Strategies March 2014 - Present
Morgan Stanley Wealth Management January 2011 - March 2014
Solutions for Seniors March 2006 - January 2011
SunTrust Bank January 2008 - May 2009
TIAA-CREF Trust Company, FSB August 2000 - February 2006
TIAA-CREF November 1988 - August 2000
Skills
Investments, Wealth Management, Financial Services, Strategy, Asset Allocation, Strategic Financial..., Retirement Planning, Series 7, Portfolio Management, Investment Management, Retirement, Leadership, Relationship Management, Management, Finance, Executive Management, Investment Advisory, Financial Advisory, Budgets, Cross-functional Team..., 401k, Asset Management, CRM, Analysis, Securities, Mergers & Acquisitions, IRAs, Banking, Training, Series 63, Investment Strategies, Alternative Investments, New Business Development, Equities, Sales, Consulting, Mutual Funds, Insurance, Fixed Annuities, Asset Managment, Pensions, Due Diligence, Employee Benefits, Project Management, Defined Contribution, Trust Services, Succession Planning, Series 65, 403b, Financial Planning
Education
University of Michigan 1979 — 1981
Master's Degree, Music/Orchestral Conducting
University of Michigan 1966 — 1970
Bachelor's Degree, Music Performance
Western Michigan University 1966 — 1967
Music
Sturgis High School 1962 — 1966
Diploma, College Preparatory
Horton Financial Strategies March 2014 - Present
Morgan Stanley Wealth Management January 2011 - March 2014
Solutions for Seniors March 2006 - January 2011
SunTrust Bank January 2008 - May 2009
TIAA-CREF Trust Company, FSB August 2000 - February 2006
TIAA-CREF November 1988 - August 2000
Skills
Investments, Wealth Management, Financial Services, Strategy, Asset Allocation, Strategic Financial..., Retirement Planning, Series 7, Portfolio Management, Investment Management, Retirement, Leadership, Relationship Management, Management, Finance, Executive Management, Investment Advisory, Financial Advisory, Budgets, Cross-functional Team..., 401k, Asset Management, CRM, Analysis, Securities, Mergers & Acquisitions, IRAs, Banking, Training, Series 63, Investment Strategies, Alternative Investments, New Business Development, Equities, Sales, Consulting, Mutual Funds, Insurance, Fixed Annuities, Asset Managment, Pensions, Due Diligence, Employee Benefits, Project Management, Defined Contribution, Trust Services, Succession Planning, Series 65, 403b, Financial Planning
Education
University of Michigan 1979 — 1981
Master's Degree, Music/Orchestral Conducting
University of Michigan 1966 — 1970
Bachelor's Degree, Music Performance
Western Michigan University 1966 — 1967
Music
Sturgis High School 1962 — 1966
Diploma, College Preparatory
Jordan Vlastuin Jordan Vlastuin's Morgan Stanley Wealth Management Experience June 2013 - May 2014
Job Integrated Wealth Manager at Heritage Wealth Architects
Industry Financial Services
Experience
Heritage Wealth Architects July 2014 - Present
Morgan Stanley Wealth Management June 2013 - May 2014
Bulldog Fund LLC May 2013 - May 2014
Education
University of Minnesota Duluth
Bachelor of Business Administration (BBA), Financial Markets with an emphasis on Financial Planning
Heritage Wealth Architects July 2014 - Present
Morgan Stanley Wealth Management June 2013 - May 2014
Bulldog Fund LLC May 2013 - May 2014
Education
University of Minnesota Duluth
Bachelor of Business Administration (BBA), Financial Markets with an emphasis on Financial Planning
Claire Motyka Claire Motyka's Morgan Stanley Wealth Management Experience May 2014 - January 2015
Job Attended University of Miami
Industry Financial Services
Experience
Morgan Stanley March 2015 - Present
Morgan Stanley January 2015 - March 2015
Morgan Stanley Wealth Management May 2014 - January 2015
M.C. Trading Inc. May 2012 - May 2014
Skills
Sales, Customer Service, Microsoft Excel, PowerPoint, Retail, Teamwork, Time Management, Outlook, Public Speaking, Microsoft Office, Microsoft Word, Leadership, Research, Social Networking, Marketing, Social Media Marketing, Account Management, Social Media
Education
University of Miami 2008 — 2012
Bachelor of Arts (BA), Political Science
Morgan Stanley March 2015 - Present
Morgan Stanley January 2015 - March 2015
Morgan Stanley Wealth Management May 2014 - January 2015
M.C. Trading Inc. May 2012 - May 2014
Skills
Sales, Customer Service, Microsoft Excel, PowerPoint, Retail, Teamwork, Time Management, Outlook, Public Speaking, Microsoft Office, Microsoft Word, Leadership, Research, Social Networking, Marketing, Social Media Marketing, Account Management, Social Media
Education
University of Miami 2008 — 2012
Bachelor of Arts (BA), Political Science
Chase Grund's Morgan Stanley Wealth Management Experience June 2014 - August 2014
Job Associate Trading Risk Analyst at NextEra Energy, Inc.
Industry Oil & Energy
Experience
NextEra Energy Resources June 2015 - August 2015
Gibraltar Private Bank & Trust October 2014 - January 2015
Morgan Stanley Wealth Management June 2014 - August 2014
TKQ October 2012 - April 2013
Skills
Social Networking, Photoshop, Microsoft Excel, Bloomberg Terminal, C++, Customer Service, Data Analysis, Financial Analysis, Management
Education
University of Miami - School of Business 2012 — 2016
BSBA, Finance, Senior
NextEra Energy Resources June 2015 - August 2015
Gibraltar Private Bank & Trust October 2014 - January 2015
Morgan Stanley Wealth Management June 2014 - August 2014
TKQ October 2012 - April 2013
Skills
Social Networking, Photoshop, Microsoft Excel, Bloomberg Terminal, C++, Customer Service, Data Analysis, Financial Analysis, Management
Education
University of Miami - School of Business 2012 — 2016
BSBA, Finance, Senior
Brad Quirk's Morgan Stanley Wealth Management Experience June 2012 - August 2012
Job Credit Analyst at PlainsCapital Bank
Industry Banking
Experience
PlainsCapital Bank May 2013 - August 2013
Morgan Stanley Wealth Management June 2012 - August 2012
Accela Capital Services, Inc May 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Customer Service, Microsoft Office, Microsoft Word, Teamwork, Time Management, Marketing, Leadership, Sales, Social Media, Financial Analysis, Credit, Research, Investments, Loans
Education
University of Oklahoma - Price College of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance and Marketing
Grapevine High School 2005 — 2009
PlainsCapital Bank May 2013 - August 2013
Morgan Stanley Wealth Management June 2012 - August 2012
Accela Capital Services, Inc May 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Customer Service, Microsoft Office, Microsoft Word, Teamwork, Time Management, Marketing, Leadership, Sales, Social Media, Financial Analysis, Credit, Research, Investments, Loans
Education
University of Oklahoma - Price College of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance and Marketing
Grapevine High School 2005 — 2009
Kieran McDonald's Morgan Stanley Wealth Management Experience July 2013 - September 2013
Job Equity Capital Markets Analyst at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank December 2013 - Present
Westminster School May 2009 - Present
Morgan Stanley Wealth Management July 2013 - September 2013
The Next Step Realty June 2011 - July 2013
Wells Fargo Securities June 2012 - August 2012
J.P. Morgan July 2011 - August 2011
Mark Millon Lacrosse Camp April 2009 - April 2010
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Sales, Fundraising, Management, Analysis, Equities, Event Planning, Public Speaking, Research, Social Media, Social Networking, Training, Derivatives, Drawing
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2013
Bachelor of Business Administration (BBA), Business Administration
Deutsche Bank December 2013 - Present
Westminster School May 2009 - Present
Morgan Stanley Wealth Management July 2013 - September 2013
The Next Step Realty June 2011 - July 2013
Wells Fargo Securities June 2012 - August 2012
J.P. Morgan July 2011 - August 2011
Mark Millon Lacrosse Camp April 2009 - April 2010
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Sales, Fundraising, Management, Analysis, Equities, Event Planning, Public Speaking, Research, Social Media, Social Networking, Training, Derivatives, Drawing
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2013
Bachelor of Business Administration (BBA), Business Administration
Torrance Delgado Torrance Delgado's Morgan Stanley Wealth Management Experience January 2008 - June 2010
Job Project Engineer at Peter Kiewit & Sons, Inc.
Industry Construction
Experience
Visalus Sciences March 2015 - Present
Kiewit July 2010 - Present
Morgan Stanley Wealth Management January 2008 - June 2010
TCW Construction Inc. January 2007 - June 2010
Skills
Project Estimation, Construction Management, Construction, Primavera P6, Concrete, AutoCAD, Subcontracting, Submittals, Engineering, Change Orders, Value Engineering, BIM, MS Project, LEED, Pre-construction, Contract Management, Microsoft Office, Surveying, Process Scheduler, CAD, Customer Service, Public Speaking, Leadership, Management, Project Planning, Civil Engineering, Microsoft Excel, Contract Negotiation, Microsoft Project
Education
University of Nebraska-Lincoln 2006 — 2011
Bachelor of Science (BS), Construction Engineering
University of Nebraska-Lincoln 2006 — 2011
Bachelor of Engineering (BE), Construction Engineering
Visalus Sciences March 2015 - Present
Kiewit July 2010 - Present
Morgan Stanley Wealth Management January 2008 - June 2010
TCW Construction Inc. January 2007 - June 2010
Skills
Project Estimation, Construction Management, Construction, Primavera P6, Concrete, AutoCAD, Subcontracting, Submittals, Engineering, Change Orders, Value Engineering, BIM, MS Project, LEED, Pre-construction, Contract Management, Microsoft Office, Surveying, Process Scheduler, CAD, Customer Service, Public Speaking, Leadership, Management, Project Planning, Civil Engineering, Microsoft Excel, Contract Negotiation, Microsoft Project
Education
University of Nebraska-Lincoln 2006 — 2011
Bachelor of Science (BS), Construction Engineering
University of Nebraska-Lincoln 2006 — 2011
Bachelor of Engineering (BE), Construction Engineering
Matthew Altieri's Morgan Stanley Wealth Management Experience March 2014 - Present
Job CSA at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management March 2014 - Present
The Bloc Group December 2011 - January 2012
Village of Pelham Manor June 2010 - August 2010
Skills
Management, Event Planning, Event Management, Project Planning, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Financial Analysis, Data Analysis, Social Media, Finance, Customer Service, Access, Teamwork, Research, Leadership, Public Speaking, Social Networking, Analysis
Education
University of Maryland College Park 2009 — 2013
Bachelor of Arts (B.A.), Economics
Morgan Stanley Wealth Management March 2014 - Present
The Bloc Group December 2011 - January 2012
Village of Pelham Manor June 2010 - August 2010
Skills
Management, Event Planning, Event Management, Project Planning, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Financial Analysis, Data Analysis, Social Media, Finance, Customer Service, Access, Teamwork, Research, Leadership, Public Speaking, Social Networking, Analysis
Education
University of Maryland College Park 2009 — 2013
Bachelor of Arts (B.A.), Economics
Elizabeth Fowlks Elizabeth Fowlks's Morgan Stanley Wealth Management Experience April 2013 - Present
Job Client Service Associate
Industry Investment Management
Experience
Morgan Stanley Wealth Management April 2013 - Present
APGFCU March 2012 - April 2013
Citizens Bank October 2011 - January 2012
Sheraton Framingham Hotel & Conference Center December 2010 - September 2011
Davis Farmland and Mega Maze April 2009 - December 2010
Walt Disney World August 2008 - January 2009
Skills
Series 7, Superior Client Service, Time Management, New Business Development, Customer Service, Microsoft Office, Microsoft Excel, Social Media, Public Relations, Banking, PowerPoint, Microsoft Word, Access, Facebook, Customer Satisfaction, Event Planning
Education
University of Massachusetts Dartmouth 2004 — 2008
Bachelor of Science, Operations Management with a minor in Human Resources Management
Morgan Stanley Wealth Management April 2013 - Present
APGFCU March 2012 - April 2013
Citizens Bank October 2011 - January 2012
Sheraton Framingham Hotel & Conference Center December 2010 - September 2011
Davis Farmland and Mega Maze April 2009 - December 2010
Walt Disney World August 2008 - January 2009
Skills
Series 7, Superior Client Service, Time Management, New Business Development, Customer Service, Microsoft Office, Microsoft Excel, Social Media, Public Relations, Banking, PowerPoint, Microsoft Word, Access, Facebook, Customer Satisfaction, Event Planning
Education
University of Massachusetts Dartmouth 2004 — 2008
Bachelor of Science, Operations Management with a minor in Human Resources Management
Jason Pfannenstiel's Morgan Stanley Wealth Management Experience September 2010 - July 2013
Job Founding Partner at Mirador Capital Partners
Industry Financial Services
Experience
Mirador Capital Partners July 2013 - Present
Morgan Stanley Wealth Management September 2010 - July 2013
BTI Group January 2003 - December 2009
Keynote Systems January 2000 - January 2003
Skills
Mergers
Education
University of Oregon
Bachelor of Science
Mirador Capital Partners July 2013 - Present
Morgan Stanley Wealth Management September 2010 - July 2013
BTI Group January 2003 - December 2009
Keynote Systems January 2000 - January 2003
Skills
Mergers
Education
University of Oregon
Bachelor of Science
John Moran's Morgan Stanley Wealth Management Experience September 1995 - May 1998
Job Solar Project Manager at sPower (Sustainable Power Group)
Industry Renewables & Environment
Experience
sPower (Sustainable Power Group) August 2014 - Present
AL-G Technologies January 2010 - July 2014
Suntech June 2011 - September 2012
enXco February 2009 - May 2011
altPOWER June 2006 - August 2007
Cardinal Hayes High School June 2000 - June 2006
Morgan Stanley Wealth Management September 1995 - May 1998
Skills
Wind, Energy Efficiency, Sustainable Energy, Sustainability, Engineering, Mergers, Due Diligence, Construction, Business Development, Solar PV, New Business Development, Entrepreneurship, Biomass, Mergers, Contract Negotiation, Mergers & Acquisitions, Analysis, Solar Energy, Renewable Energy
Education
University of Notre Dame 1991 — 1995
B.S., Science/Business
Clarkstown North 1987 — 1991
sPower (Sustainable Power Group) August 2014 - Present
AL-G Technologies January 2010 - July 2014
Suntech June 2011 - September 2012
enXco February 2009 - May 2011
altPOWER June 2006 - August 2007
Cardinal Hayes High School June 2000 - June 2006
Morgan Stanley Wealth Management September 1995 - May 1998
Skills
Wind, Energy Efficiency, Sustainable Energy, Sustainability, Engineering, Mergers, Due Diligence, Construction, Business Development, Solar PV, New Business Development, Entrepreneurship, Biomass, Mergers, Contract Negotiation, Mergers & Acquisitions, Analysis, Solar Energy, Renewable Energy
Education
University of Notre Dame 1991 — 1995
B.S., Science/Business
Clarkstown North 1987 — 1991
Louis Athanas Louis Athanas's Morgan Stanley Wealth Management Experience January 2010 - January 2011
Job Financial Analyst at Massachusetts General Hospital
Industry Hospital & Health Care
Experience
Massachusetts General Hospital May 2014 - Present
Dana Farber Cancer Institute June 2012 - August 2012
Morgan Stanley Wealth Management January 2010 - January 2011
Gilford School District January 2007 - January 2010
Skills
Microsoft Office, Public Speaking, Research, PowerPoint, Microsoft Word, Teamwork, Event Planning, Microsoft Excel, Social Media, English, Windows, SAS programming, Greek, Data Analysis, Trend Forecasting, SPSS
Education
University of New Hampshire 2008 — 2013
BS, Health Management and Policy/ International Affairs
University of New Hampshire 2008 — 2013
Bachelor’s Degree; Bachelor’s Degree, Heath Management and Policy; Management; International Affairs
Massachusetts General Hospital May 2014 - Present
Dana Farber Cancer Institute June 2012 - August 2012
Morgan Stanley Wealth Management January 2010 - January 2011
Gilford School District January 2007 - January 2010
Skills
Microsoft Office, Public Speaking, Research, PowerPoint, Microsoft Word, Teamwork, Event Planning, Microsoft Excel, Social Media, English, Windows, SAS programming, Greek, Data Analysis, Trend Forecasting, SPSS
Education
University of New Hampshire 2008 — 2013
BS, Health Management and Policy/ International Affairs
University of New Hampshire 2008 — 2013
Bachelor’s Degree; Bachelor’s Degree, Heath Management and Policy; Management; International Affairs
Mark Chaplin Mark Chaplin's Morgan Stanley Wealth Management Experience April 2012 - Present
Job Student at University of Miami
Industry Higher Education
Experience
City National Bank April 2012 - Present
Morgan Stanley Wealth Management April 2012 - Present
National Honor Society August 2010 - Present
Mu Alpha Theta August 2010 - Present
Miami Fitness Connection January 2009 - Present
Country Day School August 2010 - May 2012
Southern Wine & Spirits July 2008 - August 2010
Skills
Asset Managment, Commercial Real Estate, Residential Homes, PowerPoint, Microsoft Office, Beverage Industry, Microsoft Excel, Supply Chain Management, Warehouse Management, Food & Beverage, Marketing Management, Risk Assessment, Time Management, Real Estate
Education
Miami Country Day School 2008 — 2012
High School Diploma
University of Miami - School of Business
Bachelor of Business Administration (BBA), Real Estate and Business, Management, Marketing, and Related Support Services
City National Bank April 2012 - Present
Morgan Stanley Wealth Management April 2012 - Present
National Honor Society August 2010 - Present
Mu Alpha Theta August 2010 - Present
Miami Fitness Connection January 2009 - Present
Country Day School August 2010 - May 2012
Southern Wine & Spirits July 2008 - August 2010
Skills
Asset Managment, Commercial Real Estate, Residential Homes, PowerPoint, Microsoft Office, Beverage Industry, Microsoft Excel, Supply Chain Management, Warehouse Management, Food & Beverage, Marketing Management, Risk Assessment, Time Management, Real Estate
Education
Miami Country Day School 2008 — 2012
High School Diploma
University of Miami - School of Business
Bachelor of Business Administration (BBA), Real Estate and Business, Management, Marketing, and Related Support Services
Max Gold-Landzberg Max Gold-Landzberg's Morgan Stanley Wealth Management Experience September 2013 - Present
Job Wealth Management Analyst at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management September 2013 - Present
Morgan Stanley July 2011 - September 2013
Skills
Microsoft Excel, Financial Reporting, Risk Management, Corporate Finance, Financial Modeling, Financial Analysis, Analysis, Finance, Business Analysis, Microsoft Office, Forecasting, Data Analysis, PowerPoint, Valuation
Education
University of Maryland College Park 2007 — 2011
Bachelor of Science (BS), Finance and Financial Management Services and International Finance
Morgan Stanley Wealth Management September 2013 - Present
Morgan Stanley July 2011 - September 2013
Skills
Microsoft Excel, Financial Reporting, Risk Management, Corporate Finance, Financial Modeling, Financial Analysis, Analysis, Finance, Business Analysis, Microsoft Office, Forecasting, Data Analysis, PowerPoint, Valuation
Education
University of Maryland College Park 2007 — 2011
Bachelor of Science (BS), Finance and Financial Management Services and International Finance
Michael Fardy Michael Fardy's Morgan Stanley Wealth Management Experience 1994 - 1998
Job FlexShares National Sales Manager
Industry Financial Services
Experience
Northern Trust Corporation June 2015 - Present
F-Squared Investments March 2014 - June 2015
Mirae Asset Global Investments Co., Ltd August 2013 - March 2014
iShares December 2009 - March 2013
Barclays 2005 - 2009
BNY Mellon 2004 - 2005
Putnam Investments 1998 - 2004
Morgan Stanley Wealth Management 1994 - 1998
State Street 1993 - 1994
Skills
ETFs, Mutual Funds, Separately Managed..., Variable Annuities, Fixed Income, Series 7, Asset Management, Alternative Investments, Financial Advisory, Asset Allocation, Hedge Funds, Strategic Financial...
Education
University of Michigan 1988 — 1992
BA in Economics, BA in Economics
Northern Trust Corporation June 2015 - Present
F-Squared Investments March 2014 - June 2015
Mirae Asset Global Investments Co., Ltd August 2013 - March 2014
iShares December 2009 - March 2013
Barclays 2005 - 2009
BNY Mellon 2004 - 2005
Putnam Investments 1998 - 2004
Morgan Stanley Wealth Management 1994 - 1998
State Street 1993 - 1994
Skills
ETFs, Mutual Funds, Separately Managed..., Variable Annuities, Fixed Income, Series 7, Asset Management, Alternative Investments, Financial Advisory, Asset Allocation, Hedge Funds, Strategic Financial...
Education
University of Michigan 1988 — 1992
BA in Economics, BA in Economics
Warren McCarthy's Morgan Stanley Wealth Management Experience September 2012 - December 2012
Job Federal Tax Senior Associate at KPMG US
Industry Accounting
Experience
KPMG US October 2015 - Present
KPMG US August 2013 - September 2015
KPMG US May 2013 - August 2013
Morgan Stanley Wealth Management September 2012 - December 2012
Atkins Investment Group June 2012 - December 2012
Feeley & Driscoll, P.C. May 2012 - August 2012
Skills
Accounting, Finance, Budgets, Financial Analysis, Microsoft Excel, Financial Reporting, Auditing, PowerPoint, Microsoft Word, Tax, Microsoft Office, Stock Valuation, Financial Statement..., Economics, Income Tax, Well Mannered
Education
University of New Hampshire - Whittemore School of Business and Economics 2009 — 2013
BS - Business Administration, Dual Concentration: Accounting and Finance, 3.3
KPMG US October 2015 - Present
KPMG US August 2013 - September 2015
KPMG US May 2013 - August 2013
Morgan Stanley Wealth Management September 2012 - December 2012
Atkins Investment Group June 2012 - December 2012
Feeley & Driscoll, P.C. May 2012 - August 2012
Skills
Accounting, Finance, Budgets, Financial Analysis, Microsoft Excel, Financial Reporting, Auditing, PowerPoint, Microsoft Word, Tax, Microsoft Office, Stock Valuation, Financial Statement..., Economics, Income Tax, Well Mannered
Education
University of New Hampshire - Whittemore School of Business and Economics 2009 — 2013
BS - Business Administration, Dual Concentration: Accounting and Finance, 3.3
Richard Essien's Morgan Stanley Wealth Management Experience May 2008 - December 2009
Job Professional Educator
Industry Primary/Secondary Education
Experience
Dallas Independent School District August 2015 - Present
JPMorgan Chase & Co. May 2015 - July 2015
JPMorgan Chase August 2013 - May 2015
Southern University At New Orleans 2011 - May 2013
Chase Investment Services Corp March 2010 - June 2011
Morgan Stanley Wealth Management May 2008 - December 2009
Edward Jones January 2006 - May 2008
State Of louisiana March 2002 - January 2006
Skills
Data Analysis, Team Building, Leadership, Training, Customer Service, Microsoft Office, Strategic Planning, Leadership Development, Microsoft Word, Microsoft Excel, Social Media, Nonprofits, Finance, Teaching, Community Outreach, Coaching
Education
University of New Orleans 1999 — 2001
Masters Of Science, Health Care Management
University of New Orleans 1997 — 1999
Bachelor of Arts, Sociology
Dallas Independent School District August 2015 - Present
JPMorgan Chase & Co. May 2015 - July 2015
JPMorgan Chase August 2013 - May 2015
Southern University At New Orleans 2011 - May 2013
Chase Investment Services Corp March 2010 - June 2011
Morgan Stanley Wealth Management May 2008 - December 2009
Edward Jones January 2006 - May 2008
State Of louisiana March 2002 - January 2006
Skills
Data Analysis, Team Building, Leadership, Training, Customer Service, Microsoft Office, Strategic Planning, Leadership Development, Microsoft Word, Microsoft Excel, Social Media, Nonprofits, Finance, Teaching, Community Outreach, Coaching
Education
University of New Orleans 1999 — 2001
Masters Of Science, Health Care Management
University of New Orleans 1997 — 1999
Bachelor of Arts, Sociology
Jake Rudolph's Morgan Stanley Wealth Management Experience June 2011 - August 2011
Job Investment Banking Summer Analyst at TM Capital Corp.
Industry
Experience
TM Capital Corp. May 2015 - August 2015
CollegeHumor.com June 2014 - August 2014
CollegeHumor.com October 2013 - May 2014
Medi-Corp, Inc. June 2012 - August 2012
Morgan Stanley Wealth Management June 2011 - August 2011
Skills
Innovation, Microsoft Word, Team Leadership, Networking, PowerPoint, Social Media Marketing, Delegation, Social Media, Microsoft Excel, Sales, Public Speaking, Task Management, Time Management, Timely Decision Making, Collaborative Problem..., Microsoft Office, CapIQ, PitchBook, Financial Analysis, Valuation
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2016
Bachelor's in Business Administration (B.B.A), Accounting and Finance
Jonathan Dayton High School 2008 — 2012
High School Diploma, GPA: 3.94
TM Capital Corp. May 2015 - August 2015
CollegeHumor.com June 2014 - August 2014
CollegeHumor.com October 2013 - May 2014
Medi-Corp, Inc. June 2012 - August 2012
Morgan Stanley Wealth Management June 2011 - August 2011
Skills
Innovation, Microsoft Word, Team Leadership, Networking, PowerPoint, Social Media Marketing, Delegation, Social Media, Microsoft Excel, Sales, Public Speaking, Task Management, Time Management, Timely Decision Making, Collaborative Problem..., Microsoft Office, CapIQ, PitchBook, Financial Analysis, Valuation
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2016
Bachelor's in Business Administration (B.B.A), Accounting and Finance
Jonathan Dayton High School 2008 — 2012
High School Diploma, GPA: 3.94
Brandon Donovan's Morgan Stanley Wealth Management Experience August 2013 - May 2014
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2014 - Present
Deutsche Bank September 2014 - December 2014
Morgan Stanley Wealth Management August 2013 - May 2014
Ice House America April 2013 - August 2013
Kemper Corporation May 2012 - August 2012
Outback Steakhouse August 2011 - March 2012
Creeks Clash Athletic Association January 2006 - January 2008
Skills
CRM, Finance, Human Resources, Research, Investments, Policy, Soccer, Financial Modeling, Time Management, Microsoft Excel, Teamwork, SPSS, Marketing, Management, Quantitative Analytics, Economics
Education
University of North Florida 2009 — 2014
Economics, 3.3
Coggin College of Business, AACSB Accredited 2010 — 2013
Bachelor of Business Administration, Economics
University of North Florida 2009 — 2013
Fidelity Investments December 2014 - Present
Deutsche Bank September 2014 - December 2014
Morgan Stanley Wealth Management August 2013 - May 2014
Ice House America April 2013 - August 2013
Kemper Corporation May 2012 - August 2012
Outback Steakhouse August 2011 - March 2012
Creeks Clash Athletic Association January 2006 - January 2008
Skills
CRM, Finance, Human Resources, Research, Investments, Policy, Soccer, Financial Modeling, Time Management, Microsoft Excel, Teamwork, SPSS, Marketing, Management, Quantitative Analytics, Economics
Education
University of North Florida 2009 — 2014
Economics, 3.3
Coggin College of Business, AACSB Accredited 2010 — 2013
Bachelor of Business Administration, Economics
University of North Florida 2009 — 2013
Anum Sohail Anum Sohail's Morgan Stanley Wealth Management Experience August 2011 - March 2012
Job Loan Processing at Aspire Financial
Industry Financial Services
Experience
Aspire Financial QA Analyst-Foreclosure and BankruptcyWingspan Portfolio AdvisorsOctober 2012 - April 2013
Wingspan Portfolio Advisors March 2012 - October 2012
Morgan Stanley Wealth Management August 2011 - March 2012
Fidelity Investments February 2011 - July 2011
Sam's Creations 2007 - 2009
Skills
Strategic Financial..., Business Analysis, Financial Analysis, PowerPoint, Loans, Mortgage Lending, Risk Management, Microsoft Office, Credit
Education
University of North Texas 2007 — 2010
Bachelors, Political Science
Aspire Financial QA Analyst-Foreclosure and BankruptcyWingspan Portfolio AdvisorsOctober 2012 - April 2013
Wingspan Portfolio Advisors March 2012 - October 2012
Morgan Stanley Wealth Management August 2011 - March 2012
Fidelity Investments February 2011 - July 2011
Sam's Creations 2007 - 2009
Skills
Strategic Financial..., Business Analysis, Financial Analysis, PowerPoint, Loans, Mortgage Lending, Risk Management, Microsoft Office, Credit
Education
University of North Texas 2007 — 2010
Bachelors, Political Science
Katherine Wehner's Morgan Stanley Wealth Management Experience June 2012 - July 2012
Job Student at University of Notre Dame
Industry Banking
Experience
Morgan Stanley Wealth Management June 2012 - July 2012
Terrazzos Trattoria June 2011 - August 2011
Morgan Stanley Wealth Management June 2011 - June 2011
New Hanover Regional Medical Center June 2010 - July 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Financial Analysis, Teamwork, Customer Service, Financial Modeling, Accounting, Research, Corporate Finance, Public Speaking
Education
University of Notre Dame 2009 — 2013
Bachelor of Business Administration (BBA), Finance, General
Cape Fear Academy 2006 — 2009
Morgan Stanley Wealth Management June 2012 - July 2012
Terrazzos Trattoria June 2011 - August 2011
Morgan Stanley Wealth Management June 2011 - June 2011
New Hanover Regional Medical Center June 2010 - July 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Financial Analysis, Teamwork, Customer Service, Financial Modeling, Accounting, Research, Corporate Finance, Public Speaking
Education
University of Notre Dame 2009 — 2013
Bachelor of Business Administration (BBA), Finance, General
Cape Fear Academy 2006 — 2009
Gia Vosilla's Morgan Stanley Wealth Management Experience December 2013 - May 2015
Job MBA Candidate, KenanFlagler Business School
Industry Real Estate
Experience
Morgan Stanley Wealth Management December 2013 - May 2015
Morgan Stanley Wealth Management June 2010 - December 2013
JPMorgan Chase June 2009 - August 2009
JPMorgan Chase June 2008 - August 2008
Skills
Series 63, Series 7, Bloomberg, Microsoft Excel, PowerPoint
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2015 — 2017
Master of Business Administration (M.B.A.), Real Estate Development
Villanova University 2006 — 2010
Bachelor of Arts, Economics, General Business, Management Information Systems
Morgan Stanley Wealth Management December 2013 - May 2015
Morgan Stanley Wealth Management June 2010 - December 2013
JPMorgan Chase June 2009 - August 2009
JPMorgan Chase June 2008 - August 2008
Skills
Series 63, Series 7, Bloomberg, Microsoft Excel, PowerPoint
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2015 — 2017
Master of Business Administration (M.B.A.), Real Estate Development
Villanova University 2006 — 2010
Bachelor of Arts, Economics, General Business, Management Information Systems
Jeff Angold Jeff Angold's Morgan Stanley Wealth Management Experience November 2012 - Present
Job Vice President, Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management November 2012 - Present
Renaissance Financial December 2007 - November 2012
Education
University of Missouri-Kansas City
Economics, Accounting
Rockhurst High School
Morgan Stanley Wealth Management November 2012 - Present
Renaissance Financial December 2007 - November 2012
Education
University of Missouri-Kansas City
Economics, Accounting
Rockhurst High School
Teddi Wolfer Teddi Wolfer's Morgan Stanley Wealth Management Experience May 2013 - August 2013
Job Public Relations Intern
Industry Financial Services
Experience
TIAA-CREF June 2014 - Present
Phi Sigma Sigma Sorority November 2013 - Present
National Panhellenic Conference March 2014 - Present
Morgan Stanley Wealth Management May 2013 - August 2013
Skills
Financial Modeling, Wealth Management, Investments, Portfolio Management, Financial Analysis, Microsoft Excel, Social Media Marketing
Education
University of Maryland College Park 2012 — 2016
Dwight Englewood High School 2008 — 2012
TIAA-CREF June 2014 - Present
Phi Sigma Sigma Sorority November 2013 - Present
National Panhellenic Conference March 2014 - Present
Morgan Stanley Wealth Management May 2013 - August 2013
Skills
Financial Modeling, Wealth Management, Investments, Portfolio Management, Financial Analysis, Microsoft Excel, Social Media Marketing
Education
University of Maryland College Park 2012 — 2016
Dwight Englewood High School 2008 — 2012
Allison House's Morgan Stanley Wealth Management Experience July 2012 - December 2012
Job Client Services Representative at Fiserv Output Solutions
Industry Financial Services
Experience
Fiserv Output Solutions July 2013 - Present
Morgan Stanley Wealth Management July 2012 - December 2012
Skills
Account Management, Client Services, Customer Service, Training Delivery, Procurement, Marketing, Inventory Management, Shipping, Freight, Supply Chain Management, Organizational..., Teamwork, Microsoft Office, Microsoft Excel, Personal Development, Organizational..., PowerPoint, Curriculum Development, Vendor Management, Continuous Improvement, Leadership, Access, Project Management, Strategy, Management, Training, NextGen Software...
Education
University of North Texas 2010 — 2011
Bachelor of Applied Arts and Sciences in Training and Development, Workforce Development and Training
University of Houston - Victoria 2008 — 2010
Bachelors of Science, Elementary Education and Teaching
Fiserv Output Solutions July 2013 - Present
Morgan Stanley Wealth Management July 2012 - December 2012
Skills
Account Management, Client Services, Customer Service, Training Delivery, Procurement, Marketing, Inventory Management, Shipping, Freight, Supply Chain Management, Organizational..., Teamwork, Microsoft Office, Microsoft Excel, Personal Development, Organizational..., PowerPoint, Curriculum Development, Vendor Management, Continuous Improvement, Leadership, Access, Project Management, Strategy, Management, Training, NextGen Software...
Education
University of North Texas 2010 — 2011
Bachelor of Applied Arts and Sciences in Training and Development, Workforce Development and Training
University of Houston - Victoria 2008 — 2010
Bachelors of Science, Elementary Education and Teaching
Andrew Koines Jr's Morgan Stanley Wealth Management Experience October 2011 - March 2014
Job Full Stack Web Developer
Industry Computer Software
Experience
a1017 March 2015 - June 2015
Morgan Stanley Wealth Management October 2011 - March 2014
Skills
Financial Analysis, Microsoft Excel, Social Media, Analysis, Investments, Microsoft Office, PowerPoint, Microsoft Word, Research, Series 7, Series 66, Ruby on Rails, Python, Django, JavaScript, Object Oriented Design, Test Driven Development, Quality Assurance, HTML5, CSS, Data Analysis, Data Visualization
Education
University of Maryland College Park 2007 — 2011
B.A., Economics
Dev Bootcamp 2014 — 2014
Web Development, Full Stack Web Development
a1017 March 2015 - June 2015
Morgan Stanley Wealth Management October 2011 - March 2014
Skills
Financial Analysis, Microsoft Excel, Social Media, Analysis, Investments, Microsoft Office, PowerPoint, Microsoft Word, Research, Series 7, Series 66, Ruby on Rails, Python, Django, JavaScript, Object Oriented Design, Test Driven Development, Quality Assurance, HTML5, CSS, Data Analysis, Data Visualization
Education
University of Maryland College Park 2007 — 2011
B.A., Economics
Dev Bootcamp 2014 — 2014
Web Development, Full Stack Web Development
Jack Dickinson Jack Dickinson's Morgan Stanley Wealth Management Experience May 2014 - July 2014
Job Regulatory Capital Analyst at Capital One
Industry Financial Services
Experience
Capital One July 2015 - Present
Sigma Phi Epsilon - NC Delta November 2013 - November 2014
Morgan Stanley Wealth Management May 2014 - July 2014
Studio Movie Grill May 2012 - July 2014
Wheaton Public Library September 2010 - August 2011
Skills
Microsoft Excel, Data Analysis, Data Entry, Leadership, Event Planning, Macroeconomics, PowerPoint, Microsoft Word, Microsoft Office, Research
Education
University of North Carolina at Chapel Hill 2011 — 2015
Bachelor of Science in Business Administration (BSBA), Concentration in Investments, Double Major in Economics
Capital One July 2015 - Present
Sigma Phi Epsilon - NC Delta November 2013 - November 2014
Morgan Stanley Wealth Management May 2014 - July 2014
Studio Movie Grill May 2012 - July 2014
Wheaton Public Library September 2010 - August 2011
Skills
Microsoft Excel, Data Analysis, Data Entry, Leadership, Event Planning, Macroeconomics, PowerPoint, Microsoft Word, Microsoft Office, Research
Education
University of North Carolina at Chapel Hill 2011 — 2015
Bachelor of Science in Business Administration (BSBA), Concentration in Investments, Double Major in Economics
Rob Severo, CFA, FRM Rob Severo, CFA, FRM's Morgan Stanley Wealth Management Experience June 2000 - May 2001
Job BluePointe Capital Management
Industry Investment Management
Experience
BluePointe Capital October 2013 - Present
Capricorn Investment Group June 2008 - October 2013
Ramius Capital Group June 2005 - November 2007
Loomis, Sayles & Company August 2001 - August 2004
Morgan Stanley Wealth Management June 2000 - May 2001
Skills
Portfolio Management, Fixed Income, Microsoft Excel, Alternative Investments, Chartered Financial..., Financial Risk..., Asset Management, Financial Reporting, Financial Modeling, Financial Analysis, Hedge Funds, Risk Management, Operations Management, Convertible Arbitrage, Fixed Income Portfolio..., VBA, Investran, Endowments, Foundations, Private Investment, Superior Client Service, Trading
Education
University of Massachusetts, Amherst 1997 — 2001
Bachelor of Business Administration (BBA), Finance, General
CFA Charterholder, 2006
BluePointe Capital October 2013 - Present
Capricorn Investment Group June 2008 - October 2013
Ramius Capital Group June 2005 - November 2007
Loomis, Sayles & Company August 2001 - August 2004
Morgan Stanley Wealth Management June 2000 - May 2001
Skills
Portfolio Management, Fixed Income, Microsoft Excel, Alternative Investments, Chartered Financial..., Financial Risk..., Asset Management, Financial Reporting, Financial Modeling, Financial Analysis, Hedge Funds, Risk Management, Operations Management, Convertible Arbitrage, Fixed Income Portfolio..., VBA, Investran, Endowments, Foundations, Private Investment, Superior Client Service, Trading
Education
University of Massachusetts, Amherst 1997 — 2001
Bachelor of Business Administration (BBA), Finance, General
CFA Charterholder, 2006
A.J. Fox's Morgan Stanley Wealth Management Experience July 1996 - February 2014
Job Commercial Finance Sales Executive
Industry Financial Services
Experience
GoKapital April 2015 - Present
Morgan Stanley Wealth Management July 1996 - February 2014
Transamerica Financial Services September 1994 - July 1996
Transamerica Financial Services September 1992 - September 1994
Skills
Registered with NASD:..., Wealth Management, Education Funding, Retirement Planning, Investment Advisory, Asset Allocation, Portfolio Management, Asset Management, Subprime Automobile..., Subprime Mortgage..., Sales, Commercial Real Estate..., Financial Modeling, Analysis, Alternative Investments, Uncollateralized..., B2B, Leadership, Management, Fixed Income Trading, Equity Trading
Education
University of Massachusetts Dartmouth
Bachelor of Science, Finance
Medway Jr. Sr. High School 1981 — 1986
Doploma
GoKapital April 2015 - Present
Morgan Stanley Wealth Management July 1996 - February 2014
Transamerica Financial Services September 1994 - July 1996
Transamerica Financial Services September 1992 - September 1994
Skills
Registered with NASD:..., Wealth Management, Education Funding, Retirement Planning, Investment Advisory, Asset Allocation, Portfolio Management, Asset Management, Subprime Automobile..., Subprime Mortgage..., Sales, Commercial Real Estate..., Financial Modeling, Analysis, Alternative Investments, Uncollateralized..., B2B, Leadership, Management, Fixed Income Trading, Equity Trading
Education
University of Massachusetts Dartmouth
Bachelor of Science, Finance
Medway Jr. Sr. High School 1981 — 1986
Doploma
Robert Geveda's Morgan Stanley Wealth Management Experience January 2009 - Present
Job Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management January 2009 - Present
Jetera, Inc June 2008 - December 2009
Chase 2008 - 2008
Bear Wagner Specialists LLC September 2000 - February 2007
Bear Wagner Specialists Con't September 2000 - February 2007
Skills
Trading, Equities, Series 63, Bloomberg, Finance, Securities, Fixed Income, Capital Markets
Education
University of Notre Dame 1996 — 2000
Bachelor of Business Administration (BBA), Finance, General
University of Notre Dame - Mendoza College of Business 1996 — 2000
Bachelor of Business Administration (BBA), Finance, General
Delbarton 1993 — 1996
High School, High School/Secondary Diploma Programs
Morgan Stanley Wealth Management January 2009 - Present
Jetera, Inc June 2008 - December 2009
Chase 2008 - 2008
Bear Wagner Specialists LLC September 2000 - February 2007
Bear Wagner Specialists Con't September 2000 - February 2007
Skills
Trading, Equities, Series 63, Bloomberg, Finance, Securities, Fixed Income, Capital Markets
Education
University of Notre Dame 1996 — 2000
Bachelor of Business Administration (BBA), Finance, General
University of Notre Dame - Mendoza College of Business 1996 — 2000
Bachelor of Business Administration (BBA), Finance, General
Delbarton 1993 — 1996
High School, High School/Secondary Diploma Programs
Melanie (Olszewski) Cassens's Morgan Stanley Wealth Management Experience April 2014 - Present
Job Executive Director, Field Communication Strategy at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management April 2014 - Present
Morgan Stanley Smith Barney May 2005 - April 2014
Smith Barney October 2008 - January 2010
Citi - Smith Barney January 2006 - September 2008
Legg Mason 2005 - 2005
Maryland Management Company 2002 - 2005
Skills
Financial Services, Project Management, Wealth Management, Strategy, Integration, Risk Management, Business Analysis
Education
University of Maryland College Park 1998 — 2002
Finance/Accounting
Schreiber High School
Morgan Stanley Wealth Management April 2014 - Present
Morgan Stanley Smith Barney May 2005 - April 2014
Smith Barney October 2008 - January 2010
Citi - Smith Barney January 2006 - September 2008
Legg Mason 2005 - 2005
Maryland Management Company 2002 - 2005
Skills
Financial Services, Project Management, Wealth Management, Strategy, Integration, Risk Management, Business Analysis
Education
University of Maryland College Park 1998 — 2002
Finance/Accounting
Schreiber High School
Gregory Kline's Morgan Stanley Wealth Management Experience 2012 - Present
Job Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management 2012 - Present
Education
University of Massachusetts, Amherst 1990 — 1994
Morgan Stanley Wealth Management 2012 - Present
Education
University of Massachusetts, Amherst 1990 — 1994
Janet Nickel's Morgan Stanley Wealth Management Experience January 2014 - Present
Job Managing Director Head of National Sales Consulting Group
Industry Financial Services
Experience
Morgan Stanley Wealth Management January 2014 - Present
Morgan Stanley 1987 - Present
Skills
CIMA, AIF, Wealth Management, Asset Allocation, Alternative Investments, Mutual Funds, Investment Advisory, Asset Management, Investment Strategies, Retirement Planning, Portfolio Management, Investment Management, Series 7, Series 63
Education
University of Michigan 1983 — 1987
Bachelor of Arts (BA), Economics
Morgan Stanley Wealth Management January 2014 - Present
Morgan Stanley 1987 - Present
Skills
CIMA, AIF, Wealth Management, Asset Allocation, Alternative Investments, Mutual Funds, Investment Advisory, Asset Management, Investment Strategies, Retirement Planning, Portfolio Management, Investment Management, Series 7, Series 63
Education
University of Michigan 1983 — 1987
Bachelor of Arts (BA), Economics
Maura Troy Coolican's Morgan Stanley Wealth Management Experience May 2011 - Present
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management May 2011 - Present
Credit Suisse January 2000 - May 2011
Donaldson, Lufkin & Jenrette September 1992 - January 2000
Skills
Fixed Income
Education
University of North Carolina at Chapel Hill
Morgan Stanley Wealth Management May 2011 - Present
Credit Suisse January 2000 - May 2011
Donaldson, Lufkin & Jenrette September 1992 - January 2000
Skills
Fixed Income
Education
University of North Carolina at Chapel Hill
Gregory Karam's Morgan Stanley Wealth Management Experience September 2011 - March 2013
Job Portfolio Analyst at Colonial Consulting LLC
Industry Financial Services
Experience
Colonial Consulting LLC March 2013 - Present
Morgan Stanley Wealth Management September 2011 - March 2013
Morgan Stanley Smith Barney November 2010 - September 2011
Morgan Stanley Smith Barney August 2007 - November 2010
Northeast Securities July 2006 - July 2007
Skills
Fixed Income, Hedge Funds, Securities, Alternative Investments, Equities
Education
University of Maryland College Park 2002 — 2006
Bachelor's degree, Economics
Colonial Consulting LLC March 2013 - Present
Morgan Stanley Wealth Management September 2011 - March 2013
Morgan Stanley Smith Barney November 2010 - September 2011
Morgan Stanley Smith Barney August 2007 - November 2010
Northeast Securities July 2006 - July 2007
Skills
Fixed Income, Hedge Funds, Securities, Alternative Investments, Equities
Education
University of Maryland College Park 2002 — 2006
Bachelor's degree, Economics
Devin Rountree's Morgan Stanley Wealth Management Experience December 2012 - September 2015
Job Financial Planning and Wealth Management
Industry Financial Services
Experience
Bank of America Merrill Lynch September 2015 - Present
Morgan Stanley Wealth Management December 2012 - September 2015
AXA Advisors, LLC. August 2008 - January 2013
NextStudent November 2006 - May 2008
Skills
CRM, Finance, Financial Analysis, Financial Modeling, Financial Reporting, Insurance, Investments, Business Development, Loans, Management, Retirement Planning, Sales, Portfolio Management, Strategic Financial..., Financial Services, Risk Management, Financial Planning, Wealth Management
Education
University of Missouri-Columbia 1997 — 2001
Bachelor of Arts (B.A.), Economics
Bank of America Merrill Lynch September 2015 - Present
Morgan Stanley Wealth Management December 2012 - September 2015
AXA Advisors, LLC. August 2008 - January 2013
NextStudent November 2006 - May 2008
Skills
CRM, Finance, Financial Analysis, Financial Modeling, Financial Reporting, Insurance, Investments, Business Development, Loans, Management, Retirement Planning, Sales, Portfolio Management, Strategic Financial..., Financial Services, Risk Management, Financial Planning, Wealth Management
Education
University of Missouri-Columbia 1997 — 2001
Bachelor of Arts (B.A.), Economics
Tiffany Helleson's Morgan Stanley Wealth Management Experience October 2007 - Present
Job Employee
Industry Financial Services
Experience
Morgan Stanley Wealth Management October 2007 - Present
Smith Barney March 2002 - July 2007
Education
University of Oregon 1994 — 1999
Bachelor of Arts (B.A.), Histroy, French, International College, European Studies, magne cum laude
Morgan Stanley Wealth Management October 2007 - Present
Smith Barney March 2002 - July 2007
Education
University of Oregon 1994 — 1999
Bachelor of Arts (B.A.), Histroy, French, International College, European Studies, magne cum laude
Dash Mukherjee - MBA's Morgan Stanley Wealth Management Experience February 2012 - June 2015
Job Senior Program Manager at Covance
Industry Information Technology and Services
Experience
Covance July 2015 - Present
Morgan Stanley Wealth Management February 2012 - June 2015
Hart & Cooley April 2011 - January 2012
Belwith Products, LLC October 2009 - April 2011
Terillium November 2008 - September 2009
Johnson Matthey April 2006 - October 2008
United Sleep Products June 2004 - March 2006
Deloitte & Touche February 2001 - May 2004
iGate Mastech November 1999 - January 2001
Pentafour Software June 1997 - October 1998
Skills
SDLC, CRM, Data Warehousing, Change Management, Leadership, ERP, Information Technology, JD Edwards, Outsourcing, Program Management, Strategy, Business Analysis, Business Intelligence, Oracle, Strategic Planning, PMO, Integration, IT Strategy, Business Process..., Business Strategy, Vendor Management, Software Project..., Requirements Analysis, IT Management, Cross-functional Team..., Resource Management, Databases, Risk Management, Operations Management, Consulting, Enterprise Architecture, EDI, Supply Chain Management, Project Portfolio..., Cloud Computing, SOA, SAP R/3, Design & Architecture, Quality & Budget..., Investment Banking, Strategic Financial..., Strategic Negotiations, Budgeting & Forecasting, ITIL Service Strategy, ITSM, Business Transformation, Data Science, Global Regulatory..., Management, Process Improvement
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2013
Exec MBA, Corporate Finance & Business Strategy
Engineering 1991 — 1995
BS, Computer Sciences
Guru Gobind Singh Khalsa Higher Secondary School
High School
Covance July 2015 - Present
Morgan Stanley Wealth Management February 2012 - June 2015
Hart & Cooley April 2011 - January 2012
Belwith Products, LLC October 2009 - April 2011
Terillium November 2008 - September 2009
Johnson Matthey April 2006 - October 2008
United Sleep Products June 2004 - March 2006
Deloitte & Touche February 2001 - May 2004
iGate Mastech November 1999 - January 2001
Pentafour Software June 1997 - October 1998
Skills
SDLC, CRM, Data Warehousing, Change Management, Leadership, ERP, Information Technology, JD Edwards, Outsourcing, Program Management, Strategy, Business Analysis, Business Intelligence, Oracle, Strategic Planning, PMO, Integration, IT Strategy, Business Process..., Business Strategy, Vendor Management, Software Project..., Requirements Analysis, IT Management, Cross-functional Team..., Resource Management, Databases, Risk Management, Operations Management, Consulting, Enterprise Architecture, EDI, Supply Chain Management, Project Portfolio..., Cloud Computing, SOA, SAP R/3, Design & Architecture, Quality & Budget..., Investment Banking, Strategic Financial..., Strategic Negotiations, Budgeting & Forecasting, ITIL Service Strategy, ITSM, Business Transformation, Data Science, Global Regulatory..., Management, Process Improvement
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2013
Exec MBA, Corporate Finance & Business Strategy
Engineering 1991 — 1995
BS, Computer Sciences
Guru Gobind Singh Khalsa Higher Secondary School
High School
Joseph Demetrius, CFA's Morgan Stanley Wealth Management Experience July 2008 - August 2010
Job Vice President at Stout Risius Ross
Industry Financial Services
Experience
Stout Risius Ross September 2010 - Present
Morgan Stanley Wealth Management July 2008 - August 2010
Morgan Stanley Wealth Management August 2007 - July 2008
Duke University Medical Center September 2005 - August 2006
Skills
Valuation, Mergers & Acquisitions, Financial Analysis, Finance, Financial Modeling, Corporate Finance, Investments, Equities
Education
University of North Carolina at Chapel Hill
Stout Risius Ross September 2010 - Present
Morgan Stanley Wealth Management July 2008 - August 2010
Morgan Stanley Wealth Management August 2007 - July 2008
Duke University Medical Center September 2005 - August 2006
Skills
Valuation, Mergers & Acquisitions, Financial Analysis, Finance, Financial Modeling, Corporate Finance, Investments, Equities
Education
University of North Carolina at Chapel Hill
Emily Krivacek's Morgan Stanley Wealth Management Experience April 2009 - Present
Job Senior Registered Associate
Industry Financial Services
Experience
Morgan Stanley Wealth Management April 2009 - Present
Merrill Lynch January 2005 - April 2009
Skills
Wealth Management..., Microsoft Word, Customer Service, Leadership, Outlook
Education
University of North Texas 2002 — 2006
BS, Business, Finance, English, Education
Nolan Catholic High School
Nolan Catholic High School
Morgan Stanley Wealth Management April 2009 - Present
Merrill Lynch January 2005 - April 2009
Skills
Wealth Management..., Microsoft Word, Customer Service, Leadership, Outlook
Education
University of North Texas 2002 — 2006
BS, Business, Finance, English, Education
Nolan Catholic High School
Nolan Catholic High School
Catherine Bowen's Morgan Stanley Wealth Management Experience April 2013 - Present
Job Financial Advisor at Morgan Stanley Wealth Management
Industry Investment Management
Experience
Morgan Stanley Wealth Management April 2013 - Present
Barclays April 2012 - April 2013
Barclays June 2010 - April 2012
University of Michigan January 2009 - May 2010
Citi July 2008 - August 2008
Skills
Customer Service, Finance, Equity Research, Equities, Financial Modeling, Public Speaking, Valuation, Research, Strategic Planning, Leadership
Education
University of Michigan 2005 — 2009
Bachelor of Arts (B.A.), Economics
Morgan Stanley Wealth Management April 2013 - Present
Barclays April 2012 - April 2013
Barclays June 2010 - April 2012
University of Michigan January 2009 - May 2010
Citi July 2008 - August 2008
Skills
Customer Service, Finance, Equity Research, Equities, Financial Modeling, Public Speaking, Valuation, Research, Strategic Planning, Leadership
Education
University of Michigan 2005 — 2009
Bachelor of Arts (B.A.), Economics
Suzanne Moran Lindquist's Morgan Stanley Wealth Management Experience February 2014 - Present
Job Executive Director at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management February 2014 - Present
Halbis Capital Management (USA), Inc. June 2005 - February 2009
Credit Suisse Asset Management August 1991 - May 2005
Skills
Fixed Income, Portfolio Management, Investments, Asset Allocation, Bonds, Investment Strategies, Securities, Investment Management, Structured Products, Strategy, Financial Risk, CRM, ABS, Analysis, Management, Treasury, Analytics, Leadership, Program Management, Currency
Education
University of Maryland College Park 1983 — 1987
Bachelor’s Degree, finance
Morgan Stanley Wealth Management February 2014 - Present
Halbis Capital Management (USA), Inc. June 2005 - February 2009
Credit Suisse Asset Management August 1991 - May 2005
Skills
Fixed Income, Portfolio Management, Investments, Asset Allocation, Bonds, Investment Strategies, Securities, Investment Management, Structured Products, Strategy, Financial Risk, CRM, ABS, Analysis, Management, Treasury, Analytics, Leadership, Program Management, Currency
Education
University of Maryland College Park 1983 — 1987
Bachelor’s Degree, finance
Jeff Warren's Morgan Stanley Wealth Management Experience February 2013 - Present
Job Financial Advisor at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management February 2013 - Present
ProfiTel Group April 2001 - February 2013
Telcom Cost Consulting January 1998 - March 2001
Sprint August 1995 - December 1997
Sprint December 1993 - August 1995
Thompson Slagle November 1992 - November 1993
Hicks, Maloof, and Campbell July 1991 - November 1992
Skills
Telecommunications, Negotiation, Contract Management, Strategic Planning, Contract Negotiation, New Business Development, Start-ups, Business Strategy, Procurement, Strategic Partnerships, Solution Selling, Business Development, Sales Management, Management Consulting, Mergers, Account Management, Professional Services, Team Building
Education
University of North Carolina at Chapel Hill 1988 — 1991
JD
University of North Carolina at Charlotte 1984 — 1988
BA, Political Science
Morgan Stanley Wealth Management February 2013 - Present
ProfiTel Group April 2001 - February 2013
Telcom Cost Consulting January 1998 - March 2001
Sprint August 1995 - December 1997
Sprint December 1993 - August 1995
Thompson Slagle November 1992 - November 1993
Hicks, Maloof, and Campbell July 1991 - November 1992
Skills
Telecommunications, Negotiation, Contract Management, Strategic Planning, Contract Negotiation, New Business Development, Start-ups, Business Strategy, Procurement, Strategic Partnerships, Solution Selling, Business Development, Sales Management, Management Consulting, Mergers, Account Management, Professional Services, Team Building
Education
University of North Carolina at Chapel Hill 1988 — 1991
JD
University of North Carolina at Charlotte 1984 — 1988
BA, Political Science
Colleen Franke's Morgan Stanley Wealth Management Experience May 2013 - Present
Job Associate, GWMG Operations at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management May 2013 - Present
Rocaton Investment Advisors January 2012 - May 2013
Rocaton Investment Advisors September 2010 - December 2011
Skills
Bloomberg, Excel, Word, Microsoft Office, PowerPoint
Education
University of Notre Dame 2006 — 2010
Bachelors, Finance
Morgan Stanley Wealth Management May 2013 - Present
Rocaton Investment Advisors January 2012 - May 2013
Rocaton Investment Advisors September 2010 - December 2011
Skills
Bloomberg, Excel, Word, Microsoft Office, PowerPoint
Education
University of Notre Dame 2006 — 2010
Bachelors, Finance
Andrew Winterstein's Morgan Stanley Wealth Management Experience June 2012 - August 2012
Job High Yield Credit Trading at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch August 2014 - Present
Bank of America Merrill Lynch June 2014 - August 2014
Scotiabank June 2013 - August 2013
BP June 2013 - June 2013
Morgan Stanley Wealth Management June 2012 - August 2012
Skills
Financial Analysis, Microsoft Excel, PowerPoint, Finance, Microsoft Office, Microsoft Word, Accounting
Education
University of Notre Dame 2011 — 2015
Bachelor of Business Administration (BBA), Finance
The Hun School of Princeton 2007 — 2011
Bank of America Merrill Lynch August 2014 - Present
Bank of America Merrill Lynch June 2014 - August 2014
Scotiabank June 2013 - August 2013
BP June 2013 - June 2013
Morgan Stanley Wealth Management June 2012 - August 2012
Skills
Financial Analysis, Microsoft Excel, PowerPoint, Finance, Microsoft Office, Microsoft Word, Accounting
Education
University of Notre Dame 2011 — 2015
Bachelor of Business Administration (BBA), Finance
The Hun School of Princeton 2007 — 2011
Alexandra Post's Morgan Stanley Wealth Management Experience January 2014 - May 2014
Job Internal Sales Associate at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors April 2015 - Present
F-Squared Investments June 2014 - March 2015
Morgan Stanley Wealth Management January 2014 - May 2014
Meridian Realty July 2010 - August 2013
Ameriprise Financial Services, Inc. May 2012 - August 2012
Skills
CRM, Marketing, Social Media Marketing
Education
University of Miami - School of Business 2009 — 2013
B.B.A., Finance, Marketing
Brooks School 2005 — 2009
State Street Global Advisors April 2015 - Present
F-Squared Investments June 2014 - March 2015
Morgan Stanley Wealth Management January 2014 - May 2014
Meridian Realty July 2010 - August 2013
Ameriprise Financial Services, Inc. May 2012 - August 2012
Skills
CRM, Marketing, Social Media Marketing
Education
University of Miami - School of Business 2009 — 2013
B.B.A., Finance, Marketing
Brooks School 2005 — 2009
Anushka Chang's Morgan Stanley Wealth Management Experience May 2013 - Present
Job Financial Services at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management May 2013 - Present
ATI Enterprises May 2012 - November 2012
ATI Enterprises April 2011 - May 2012
Absolute Adventure October 2008 - December 2011
MPBC January 2011 - April 2011
Skills
Staff Development, Training, Microsoft Word, Customer Service, PowerPoint, Microsoft Excel, Research, Higher Education, Leadership, Leadership Development, Management, Marketing, Strategic Planning, Team Building
Education
University of Miami - School of Business 2007 — 2010
Bachelor of Science (BS), Business Administration
Morgan Stanley Wealth Management May 2013 - Present
ATI Enterprises May 2012 - November 2012
ATI Enterprises April 2011 - May 2012
Absolute Adventure October 2008 - December 2011
MPBC January 2011 - April 2011
Skills
Staff Development, Training, Microsoft Word, Customer Service, PowerPoint, Microsoft Excel, Research, Higher Education, Leadership, Leadership Development, Management, Marketing, Strategic Planning, Team Building
Education
University of Miami - School of Business 2007 — 2010
Bachelor of Science (BS), Business Administration
Marianne Mani's Morgan Stanley Wealth Management Experience July 2004 - December 2014
Job Office of COO, Cost Management at Rabobank North America Wholesale
Industry Financial Services
Experience
Morgan Stanley Wealth Management July 2004 - December 2014
IBM June 2002 - July 2004
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop, Finance, Accounting, Forecasting, Budgeting, Financial Analysis, Risk Management, Corporate Finance, Financial Services
Education
University of Maryland College Park 1998 — 2002
Bachelor's Degree, Accounting and Finance, cum laude
Morgan Stanley Wealth Management July 2004 - December 2014
IBM June 2002 - July 2004
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop, Finance, Accounting, Forecasting, Budgeting, Financial Analysis, Risk Management, Corporate Finance, Financial Services
Education
University of Maryland College Park 1998 — 2002
Bachelor's Degree, Accounting and Finance, cum laude
Chad Lemko's Morgan Stanley Wealth Management Experience August 2007 - Present
Job Senior Training Specialist at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management August 2007 - Present
Morgan Stanley 2003 - Present
Education
University of Maryland College Park 2000 — 2003
Bachelor of Arts, Economics
Morgan Stanley Wealth Management August 2007 - Present
Morgan Stanley 2003 - Present
Education
University of Maryland College Park 2000 — 2003
Bachelor of Arts, Economics
Patrick T. Egan's Morgan Stanley Wealth Management Experience August 1991 - October 2014
Job Executive Director / Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Investment Management October 2014 - Present
Morgan Stanley Wealth Management August 1991 - October 2014
Skills
Alternative Investments, Asset Allocation, Hedge Funds, Fund Of Funds, Series 7
Education
University of Notre Dame 1987 — 1991
Business Administration, Finance
Morgan Stanley Investment Management October 2014 - Present
Morgan Stanley Wealth Management August 1991 - October 2014
Skills
Alternative Investments, Asset Allocation, Hedge Funds, Fund Of Funds, Series 7
Education
University of Notre Dame 1987 — 1991
Business Administration, Finance
Benjamin Winter's Morgan Stanley Wealth Management Experience June 2009 - July 2009
Job Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan August 2013 - Present
GE Capital July 2011 - July 2013
Deloitte June 2010 - August 2010
Morgan Stanley Wealth Management June 2009 - July 2009
GM Financial/AmeriCredit June 2008 - August 2008
Skills
Financial Modeling, Financial Analysis, Financial Reporting, Strategic Financial..., Forecasting, Hyperion Enterprise, Accounting, Essbase, SNL, Microsoft Excel, Bloomberg
Education
University of Notre Dame 2007 — 2011
BBA, Accountancy
J.P. Morgan August 2013 - Present
GE Capital July 2011 - July 2013
Deloitte June 2010 - August 2010
Morgan Stanley Wealth Management June 2009 - July 2009
GM Financial/AmeriCredit June 2008 - August 2008
Skills
Financial Modeling, Financial Analysis, Financial Reporting, Strategic Financial..., Forecasting, Hyperion Enterprise, Accounting, Essbase, SNL, Microsoft Excel, Bloomberg
Education
University of Notre Dame 2007 — 2011
BBA, Accountancy
Kristen Sapp's Morgan Stanley Wealth Management Experience August 2013 - May 2015
Job Registered Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2015 - Present
Morgan Stanley Wealth Management August 2013 - May 2015
Morgan Stanley Wealth Management August 2011 - August 2013
Nadia Cavner Group May 2010 - August 2010
Skills
Customer Service, Series 7, Finance, Uniform Combined State..., Estate Planning, Wealth Management..., Risk Management, Microsoft Office, Retirement Planning, Social Networking, Wealth Management
Education
University of Missouri-Columbia 2007 — 2011
Bachelor of Science, Finance and Banking
Greenwood Laboratory School 1994 — 2007
Merrill Lynch May 2015 - Present
Morgan Stanley Wealth Management August 2013 - May 2015
Morgan Stanley Wealth Management August 2011 - August 2013
Nadia Cavner Group May 2010 - August 2010
Skills
Customer Service, Series 7, Finance, Uniform Combined State..., Estate Planning, Wealth Management..., Risk Management, Microsoft Office, Retirement Planning, Social Networking, Wealth Management
Education
University of Missouri-Columbia 2007 — 2011
Bachelor of Science, Finance and Banking
Greenwood Laboratory School 1994 — 2007
Jason Schwartz's Morgan Stanley Wealth Management Experience July 2012 - August 2012
Job Investment Banker at LionTree LLC
Industry Financial Services
Experience
LionTree LLC April 2015 - Present
Houlihan Lokey July 2014 - April 2015
Michigan Interactive Investments September 2011 - May 2014
Morgan Stanley Wealth Management July 2012 - August 2012
Somerset Capital Advisors June 2012 - June 2012
Yale Mortgage May 2011 - July 2011
Miami Research Associates June 2010 - August 2010
Skills
Financial Modeling, Financial Analysis, Valuation, Finance, Microsoft Office, Accounting, Bloomberg, Portfolio Management, Corporate Finance, Investment Banking, PowerPoint, Economics, Equities, Research, Leadership, Venture Capital
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2014
Bachelor of Business Administration (BBA)
University of Michigan - School of Kinesiology 2010 — 2011
Bachelor's degree, Sports Management
LionTree LLC April 2015 - Present
Houlihan Lokey July 2014 - April 2015
Michigan Interactive Investments September 2011 - May 2014
Morgan Stanley Wealth Management July 2012 - August 2012
Somerset Capital Advisors June 2012 - June 2012
Yale Mortgage May 2011 - July 2011
Miami Research Associates June 2010 - August 2010
Skills
Financial Modeling, Financial Analysis, Valuation, Finance, Microsoft Office, Accounting, Bloomberg, Portfolio Management, Corporate Finance, Investment Banking, PowerPoint, Economics, Equities, Research, Leadership, Venture Capital
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2014
Bachelor of Business Administration (BBA)
University of Michigan - School of Kinesiology 2010 — 2011
Bachelor's degree, Sports Management
Yulia Shvetsova's Morgan Stanley Wealth Management Experience September 2012 - April 2013
Job Fraud Services Operations Analyst
Industry Financial Services
Experience
E*TRADE Financial Corporation June 2015 - Present
E*TRADE Financial Corporation December 2014 - May 2015
Private Individual October 2013 - June 2014
Morgan Stanley Wealth Management September 2012 - April 2013
Thermo Fisher Scientific May 2010 - August 2011
Ernst & Young June 2011 - July 2011
Skills
Hold Series 7, Hold Series 63, Accounting, Data Analysis, Financial Analysis, Russian, Research, Management, Market Research, Public Speaking, International Relations, Economic Development..., Analysis, Impact Evaluation, Program Evaluation, Economic Modeling, Salesforce.com, Access, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint
Education
University of San Francisco 2013 — 2015
Master of Science (MS), International and Developmental Economics
University of Montevallo 2009 — 2013
Bachelor's of Business Administration, Major: Finance, Minor: Accounting, Magna Cum Laude
Vesalius College 2011 — 2011
E*TRADE Financial Corporation June 2015 - Present
E*TRADE Financial Corporation December 2014 - May 2015
Private Individual October 2013 - June 2014
Morgan Stanley Wealth Management September 2012 - April 2013
Thermo Fisher Scientific May 2010 - August 2011
Ernst & Young June 2011 - July 2011
Skills
Hold Series 7, Hold Series 63, Accounting, Data Analysis, Financial Analysis, Russian, Research, Management, Market Research, Public Speaking, International Relations, Economic Development..., Analysis, Impact Evaluation, Program Evaluation, Economic Modeling, Salesforce.com, Access, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint
Education
University of San Francisco 2013 — 2015
Master of Science (MS), International and Developmental Economics
University of Montevallo 2009 — 2013
Bachelor's of Business Administration, Major: Finance, Minor: Accounting, Magna Cum Laude
Vesalius College 2011 — 2011
Michael W. (Mike) Keller's Morgan Stanley Wealth Management Experience October 2006 - May 2011
Job Vice President, Wealth Management at Gilford Securities
Industry Financial Services
Experience
Gilford Securities May 2011 - Present
Citi Smith Barney October 2006 - May 2011
Morgan Stanley Wealth Management October 2006 - May 2011
UBS May 2004 - October 2006
A.G. Edwards & Sons, Inc. May 2002 - May 2004
Foreign Exchange May 1998 - September 2001
Skills
Public Speaking, Estate Planning, Retirement Planning, Strategic Financial..., Investments, Investment Strategies, Alternative Investments, Stock Trading, Fixed Income Strategies, Fixed Income Analysis, Stock Market Analysis, Equity Research, Private Equity, Private Placements, Technical Equity..., Fundamental Investment..., Comprehensive Financial..., Money Management, Client Development, Manage Client..., Manage Client..., High Net Worth..., New Business Development, Business Analysis, Strategic Financial..., Municipal Bonds, Corporate Bonds, Preservation of Hard..., Economic Analysis, Equities, Securities, Asset Allocation, Fixed Income, Financial Services, Retirement
Education
University of Massachusetts, Amherst 1992 — 1996
Bachelor of Arts (B/A), History, Political Science (Courses in Finance, Economics, Biology and Chemistry)
Matignon High School 1988 — 1992
Gilford Securities May 2011 - Present
Citi Smith Barney October 2006 - May 2011
Morgan Stanley Wealth Management October 2006 - May 2011
UBS May 2004 - October 2006
A.G. Edwards & Sons, Inc. May 2002 - May 2004
Foreign Exchange May 1998 - September 2001
Skills
Public Speaking, Estate Planning, Retirement Planning, Strategic Financial..., Investments, Investment Strategies, Alternative Investments, Stock Trading, Fixed Income Strategies, Fixed Income Analysis, Stock Market Analysis, Equity Research, Private Equity, Private Placements, Technical Equity..., Fundamental Investment..., Comprehensive Financial..., Money Management, Client Development, Manage Client..., Manage Client..., High Net Worth..., New Business Development, Business Analysis, Strategic Financial..., Municipal Bonds, Corporate Bonds, Preservation of Hard..., Economic Analysis, Equities, Securities, Asset Allocation, Fixed Income, Financial Services, Retirement
Education
University of Massachusetts, Amherst 1992 — 1996
Bachelor of Arts (B/A), History, Political Science (Courses in Finance, Economics, Biology and Chemistry)
Matignon High School 1988 — 1992
Brush Spencer's Morgan Stanley Wealth Management Experience April 1969 - Present
Job Senior Vice President at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management April 1969 - Present
Education
University of Oregon 1963 — 1967
Bachelor of Science (BS)
Morgan Stanley Wealth Management April 1969 - Present
Education
University of Oregon 1963 — 1967
Bachelor of Science (BS)
J. Cameron Morris's Morgan Stanley Wealth Management Experience September 2008 - Present
Job Registered Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management September 2008 - Present
Leerink Swann 2006 - 2008
American Student Assistance 2004 - 2006
Skills
Series 7, Series 63, Series 65, Series 31, Alternative Investments, Wealth Management, FINRA, Retirement Planning, Mutual Funds, Securities, Financial Analysis
Education
University of Massachusetts, Amherst
Bachelor of Arts (B.A.), Economics
Morgan Stanley Wealth Management September 2008 - Present
Leerink Swann 2006 - 2008
American Student Assistance 2004 - 2006
Skills
Series 7, Series 63, Series 65, Series 31, Alternative Investments, Wealth Management, FINRA, Retirement Planning, Mutual Funds, Securities, Financial Analysis
Education
University of Massachusetts, Amherst
Bachelor of Arts (B.A.), Economics
Elizabeth A. Grausso, CFP®'s Morgan Stanley Wealth Management Experience June 2013 - Present
Job Assistant Vice President Financial Planning Consultant at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management June 2013 - Present
Morgan Stanley Wealth Management June 2010 - May 2013
Morgan Stanley Smith Barney September 2007 - June 2010
Skills
Retirement, Series 7, Strategic Financial..., Wealth Management, Financial Advisory, Investment Advisory, Certified Financial..., Mutual Funds, Uniform Combined State..., Financial Services, Series 63, Retirement Planning, Financial Planning, FINRA, Asset Allocation, Fixed Annuities, Securities, Equities, Series 66, Portfolio Management, Investment Strategies, Flute, Piccolo, Orchestral Music, Music History, German
Education
University of Miami 2005 — 2007
Master of Music
Vanderbilt University 2001 — 2005
Bachelor of Music, German Language and Literature, Music
Morgan Stanley Wealth Management June 2013 - Present
Morgan Stanley Wealth Management June 2010 - May 2013
Morgan Stanley Smith Barney September 2007 - June 2010
Skills
Retirement, Series 7, Strategic Financial..., Wealth Management, Financial Advisory, Investment Advisory, Certified Financial..., Mutual Funds, Uniform Combined State..., Financial Services, Series 63, Retirement Planning, Financial Planning, FINRA, Asset Allocation, Fixed Annuities, Securities, Equities, Series 66, Portfolio Management, Investment Strategies, Flute, Piccolo, Orchestral Music, Music History, German
Education
University of Miami 2005 — 2007
Master of Music
Vanderbilt University 2001 — 2005
Bachelor of Music, German Language and Literature, Music
Amanda Wiltz's Morgan Stanley Wealth Management Experience August 2010 - Present
Job Legal & Compliance Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management August 2010 - Present
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Customer Service, Microsoft Word
Education
University of Maryland University College 2012 — 2017
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations
Morgan Stanley Wealth Management August 2010 - Present
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Customer Service, Microsoft Word
Education
University of Maryland University College 2012 — 2017
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations
Arthur Bonnouvrier's Morgan Stanley Wealth Management Experience May 2013 - July 2013
Job Intern at Midway Investors LLC
Industry Financial Services
Experience
Midway Investors LLC May 2014 - July 2014
Morgan Stanley Wealth Management May 2013 - July 2013
Merrill Lynch June 2011 - July 2011
Skills
Economics, French, International Relations, Microsoft Word, Microsoft Office, Social Media, PowerPoint, Research, Leadership, Data Analysis
Education
University of Michigan 2012 — 2016
Lycée Français de New York 1999 — 2012
Midway Investors LLC May 2014 - July 2014
Morgan Stanley Wealth Management May 2013 - July 2013
Merrill Lynch June 2011 - July 2011
Skills
Economics, French, International Relations, Microsoft Word, Microsoft Office, Social Media, PowerPoint, Research, Leadership, Data Analysis
Education
University of Michigan 2012 — 2016
Lycée Français de New York 1999 — 2012
Michelle Tessmer's Morgan Stanley Wealth Management Experience May 2010 - Present
Job Vice President at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management May 2010 - Present
Citi January 2006 - May 2010
Legg Mason January 2004 - January 2006
Skills
Wealth Management, Portfolio Management, Banking, Equities, Capital Markets, Fixed Income, Risk Management, Financial Services, Securities, Financial Analysis, Mutual Funds, Business Analysis
Education
University of Maryland College Park 1999 — 2003
Bachelor's degree, Business Administration and Management, General
Morgan Stanley Wealth Management May 2010 - Present
Citi January 2006 - May 2010
Legg Mason January 2004 - January 2006
Skills
Wealth Management, Portfolio Management, Banking, Equities, Capital Markets, Fixed Income, Risk Management, Financial Services, Securities, Financial Analysis, Mutual Funds, Business Analysis
Education
University of Maryland College Park 1999 — 2003
Bachelor's degree, Business Administration and Management, General
Lisa Noelle Putnam's Morgan Stanley Wealth Management Experience
Job Executive Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management
Skills
Microsoft Excel, Customer Service, PowerPoint, English, Windows, Research, Outlook, Public Speaking
Education
University of Oklahoma
Bachelor's Degree, Business
Morgan Stanley Wealth Management
Skills
Microsoft Excel, Customer Service, PowerPoint, English, Windows, Research, Outlook, Public Speaking
Education
University of Oklahoma
Bachelor's Degree, Business
Clinton Britt-Adams's Morgan Stanley Wealth Management Experience August 2013 - Present
Job Wealth Advisor at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management August 2013 - Present
Merrill Lynch May 2012 - February 2013
JPMorgan Chase January 2009 - January 2012
Skills
Equities
Education
University of Michigan 2006 — 2012
Bachelor of Business Administration (BBA), Accounting and Finance
Morgan Stanley Wealth Management August 2013 - Present
Merrill Lynch May 2012 - February 2013
JPMorgan Chase January 2009 - January 2012
Skills
Equities
Education
University of Michigan 2006 — 2012
Bachelor of Business Administration (BBA), Accounting and Finance
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.